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 | $8,206,490 | -6.4% | 136,798 | -2.3% | 0.07% | -4.1% |
| Q2 2023 | $8,766,568 | +467.6% | 139,996 | +461.6% | 0.07% | +469.2% |
| Q1 2023 | $1,544,461 | -80.6% | 24,930 | -81.9% | 0.01% | -82.4% |
| Q4 2022 | $7,958,442 | +968.2% | 137,499 | +840.3% | 0.07% | +393.3% |
| Q3 2022 | $745,000 | -22.0% | 14,623 | -12.7% | 0.02% | 0.0% |
| Q2 2022 | $955,000 | -29.5% | 16,747 | -17.7% | 0.02% | -21.1% |
| Q1 2022 | $1,354,000 | -22.1% | 20,337 | -17.0% | 0.02% | -24.0% |
| Q4 2021 | $1,738,000 | +35.5% | 24,501 | +35.6% | 0.02% | +25.0% |
| Q3 2021 | $1,283,000 | +18.6% | 18,067 | +22.4% | 0.02% | +17.6% |
| Q2 2021 | $1,082,000 | +35.8% | 14,766 | +30.1% | 0.02% | +6.2% |
| Q1 2021 | $797,000 | -10.4% | 11,347 | -14.4% | 0.02% | -11.1% |
| Q4 2020 | $890,000 | +290.4% | 13,251 | +241.1% | 0.02% | -37.9% |
| Q2 2019 | $228,000 | – | 3,885 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |