ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,840,376 | -4.1% | 30,678 | +0.1% | 0.18% | +18.2% |
| Q2 2023 | $1,919,682 | +4.0% | 30,656 | +2.9% | 0.15% | -5.7% |
| Q1 2023 | $1,845,094 | +106924.0% | 29,784 | 0.0% | 0.16% | +1.3% |
| Q4 2022 | $1,724 | -99.9% | 29,784 | +6.2% | 0.16% | +8.4% |
| Q3 2022 | $1,429,000 | -10.7% | 28,057 | 0.0% | 0.14% | -10.6% |
| Q2 2022 | $1,600,000 | -19.6% | 28,057 | 0.0% | 0.16% | +1.9% |
| Q1 2022 | $1,990,000 | 0.0% | 28,057 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $1,990,000 | -3.4% | 28,057 | -3.4% | 0.16% | -15.1% |
| Q3 2021 | $2,061,000 | +0.2% | 29,031 | +3.5% | 0.18% | 0.0% |
| Q2 2021 | $2,057,000 | -1.3% | 28,056 | -5.4% | 0.18% | -9.3% |
| Q1 2021 | $2,085,000 | +4.6% | 29,666 | 0.0% | 0.20% | -5.1% |
| Q4 2020 | $1,993,000 | +15.2% | 29,666 | +0.1% | 0.22% | -3.2% |
| Q3 2020 | $1,730,000 | +7.1% | 29,648 | 0.0% | 0.22% | -1.8% |
| Q2 2020 | $1,616,000 | +16.0% | 29,648 | +0.1% | 0.23% | -14.1% |
| Q1 2020 | $1,393,000 | -38.6% | 29,633 | -18.4% | 0.26% | -26.9% |
| Q4 2019 | $2,270,000 | +8.2% | 36,333 | +0.1% | 0.36% | -6.5% |
| Q3 2019 | $2,097,000 | +20.8% | 36,310 | +22.6% | 0.38% | +10.3% |
| Q2 2019 | $1,736,000 | +6.6% | 29,610 | +5.6% | 0.35% | -11.9% |
| Q1 2019 | $1,628,000 | +10.6% | 28,029 | 0.0% | 0.40% | -26.0% |
| Q4 2018 | $1,472,000 | -12.9% | 28,029 | 0.0% | 0.54% | -10.7% |
| Q3 2018 | $1,690,000 | +0.3% | 28,029 | 0.0% | 0.60% | -14.3% |
| Q2 2018 | $1,685,000 | -6.2% | 28,029 | -1.7% | 0.70% | -14.8% |
| Q1 2018 | $1,797,000 | -0.1% | 28,500 | 0.0% | 0.82% | +2.1% |
| Q4 2017 | $1,798,000 | +0.2% | 28,500 | -3.1% | 0.80% | +6.4% |
| Q3 2017 | $1,794,000 | +6.3% | 29,417 | 0.0% | 0.76% | +8.5% |
| Q2 2017 | $1,688,000 | +4.8% | 29,417 | 0.0% | 0.70% | +4.7% |
| Q1 2017 | $1,611,000 | +5.2% | 29,417 | -3.0% | 0.66% | +2.6% |
| Q4 2016 | $1,531,000 | -9.2% | 30,324 | -6.1% | 0.65% | -17.6% |
| Q3 2016 | $1,686,000 | +6.6% | 32,293 | 0.0% | 0.79% | -6.8% |
| Q2 2016 | $1,581,000 | -0.1% | 32,293 | +0.9% | 0.84% | -3.9% |
| Q1 2016 | $1,582,000 | – | 32,000 | – | 0.88% | – |
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% |