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 | $7,018 | -4.2% | 117 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,326 | +2.7% | 117 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $7,135 | +7.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,666 | +11.1% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 115 | +2.7% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 112 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 113 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 111 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 109 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 108 | +0.9% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 107 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $7,000 | – | 107 | – | 0.00% | – |
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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% |