ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,954,454 | -6.8% | 32,580 | -2.7% | 0.50% | -4.0% |
| Q2 2023 | $2,097,122 | -5.8% | 33,490 | -6.8% | 0.52% | -10.9% |
| Q1 2023 | $2,226,349 | +16.7% | 35,938 | +9.0% | 0.59% | +10.3% |
| Q4 2022 | $1,908,352 | +14.5% | 32,971 | +0.7% | 0.53% | +2.1% |
| Q3 2022 | $1,667,000 | -3.8% | 32,734 | +7.7% | 0.52% | +1.8% |
| Q2 2022 | $1,733,000 | -8.3% | 30,393 | +7.1% | 0.51% | +7.1% |
| Q1 2022 | $1,889,000 | -49.1% | 28,367 | -45.8% | 0.48% | -2.6% |
| Q4 2021 | $3,713,000 | +99.2% | 52,321 | +99.2% | 0.49% | -4.5% |
| Q3 2021 | $1,864,000 | -1.5% | 26,260 | +1.7% | 0.51% | -1.0% |
| Q2 2021 | $1,892,000 | +20.7% | 25,817 | +15.8% | 0.52% | +10.4% |
| Q1 2021 | $1,567,000 | +6.9% | 22,302 | +5.2% | 0.47% | +2.6% |
| Q4 2020 | $1,466,000 | +23.6% | 21,204 | +4.3% | 0.46% | +3.6% |
| Q3 2020 | $1,186,000 | +16.8% | 20,321 | +9.1% | 0.44% | -17.2% |
| Q2 2020 | $1,015,000 | +143.4% | 18,623 | +115.3% | 0.53% | +104.6% |
| Q1 2020 | $417,000 | -12.9% | 8,651 | +11.7% | 0.26% | +4.4% |
| Q4 2019 | $479,000 | +17.4% | 7,744 | +7.8% | 0.25% | +5.0% |
| Q3 2019 | $408,000 | +6.0% | 7,187 | +9.5% | 0.24% | +11.2% |
| Q2 2019 | $385,000 | – | 6,562 | – | 0.21% | – |
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% |