ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,803 | +6.1% | 5,681 | +10.8% | 0.03% | +3.1% |
| Q2 2023 | $321,115 | -1.6% | 5,128 | -2.6% | 0.03% | -17.9% |
| Q1 2023 | $326,291 | +5.7% | 5,267 | -1.3% | 0.04% | +5.4% |
| Q4 2022 | $308,790 | +17.0% | 5,335 | +3.0% | 0.04% | +8.8% |
| Q3 2022 | $264,000 | -18.8% | 5,178 | -9.1% | 0.03% | -12.8% |
| Q2 2022 | $325,000 | -24.8% | 5,698 | -12.1% | 0.04% | -17.0% |
| Q1 2022 | $432,000 | +4.9% | 6,482 | +11.6% | 0.05% | -4.1% |
| Q4 2021 | $412,000 | +13.5% | 5,807 | +13.7% | 0.05% | +6.5% |
| Q3 2021 | $363,000 | -2.9% | 5,106 | +0.2% | 0.05% | -2.1% |
| Q2 2021 | $374,000 | +1.9% | 5,096 | -2.5% | 0.05% | -9.6% |
| Q1 2021 | $367,000 | +13.3% | 5,225 | +8.5% | 0.05% | +8.3% |
| Q4 2020 | $324,000 | +21.3% | 4,815 | +5.1% | 0.05% | -4.0% |
| Q3 2020 | $267,000 | +25.4% | 4,583 | +17.3% | 0.05% | +16.3% |
| Q2 2020 | $213,000 | +16.4% | 3,906 | +0.2% | 0.04% | -4.4% |
| Q1 2020 | $183,000 | -21.1% | 3,898 | +4.0% | 0.04% | -27.4% |
| Q4 2019 | $232,000 | -6.5% | 3,749 | -12.8% | 0.06% | -10.1% |
| Q3 2019 | $248,000 | +5.1% | 4,297 | +7.0% | 0.07% | -4.2% |
| Q2 2019 | $236,000 | +9.8% | 4,016 | +8.5% | 0.07% | -10.0% |
| Q1 2019 | $215,000 | +12.0% | 3,702 | +1.1% | 0.08% | -2.4% |
| Q4 2018 | $192,000 | -9.0% | 3,660 | +4.8% | 0.08% | -17.2% |
| Q3 2018 | $211,000 | +2.9% | 3,491 | +2.2% | 0.10% | -3.9% |
| Q2 2018 | $205,000 | -0.5% | 3,417 | +4.3% | 0.10% | -10.4% |
| Q1 2018 | $206,000 | +3.0% | 3,275 | +3.2% | 0.12% | -1.7% |
| Q4 2017 | $200,000 | – | 3,174 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |