ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,158,934 | -1.5% | 102,666 | +2.8% | 1.40% | 0.0% |
| Q2 2023 | $6,253,797 | +1.0% | 99,869 | -0.1% | 1.40% | -3.8% |
| Q1 2023 | $6,191,345 | +4.9% | 99,941 | -2.0% | 1.46% | -4.9% |
| Q4 2022 | $5,901,098 | +14.9% | 101,954 | +1.1% | 1.53% | +10.5% |
| Q3 2022 | $5,136,000 | -2.9% | 100,866 | +8.7% | 1.38% | +12.1% |
| Q2 2022 | $5,290,000 | -5.7% | 92,752 | +10.0% | 1.24% | +7.9% |
| Q1 2022 | $5,612,000 | -0.7% | 84,286 | +5.8% | 1.14% | -0.4% |
| Q4 2021 | $5,652,000 | +19.3% | 79,668 | +19.4% | 1.15% | +11.7% |
| Q3 2021 | $4,738,000 | +9.8% | 66,738 | +13.4% | 1.03% | +5.6% |
| Q2 2021 | $4,315,000 | +6.2% | 58,872 | +1.8% | 0.98% | -1.2% |
| Q1 2021 | $4,064,000 | +5.7% | 57,824 | +1.0% | 0.99% | +2.0% |
| Q4 2020 | $3,845,000 | +9.6% | 57,229 | -4.8% | 0.97% | -1.8% |
| Q3 2020 | $3,507,000 | +7.4% | 60,113 | +0.3% | 0.99% | -4.3% |
| Q2 2020 | $3,266,000 | +17.6% | 59,904 | +1.4% | 1.03% | -29.8% |
| Q1 2020 | $2,777,000 | -23.8% | 59,064 | +0.3% | 1.47% | -12.4% |
| Q4 2019 | $3,646,000 | – | 58,904 | – | 1.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |