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 | $299,170 | -4.5% | 4,987 | -0.3% | 0.06% | +5.5% |
Q2 2023 | $313,184 | +1.1% | 5,001 | 0.0% | 0.06% | -9.8% |
Q1 2023 | $309,820 | -6.5% | 5,001 | -12.6% | 0.06% | -14.1% |
Q4 2022 | $331,292 | -57.3% | 5,724 | -62.4% | 0.07% | -53.3% |
Q3 2022 | $776,000 | +40.8% | 15,234 | +57.5% | 0.15% | +176.4% |
Q2 2022 | $551,000 | +3.4% | 9,670 | +20.7% | 0.06% | +19.6% |
Q1 2022 | $533,000 | -0.9% | 8,009 | +5.7% | 0.05% | +4.5% |
Q4 2021 | $538,000 | +13.7% | 7,579 | +13.9% | 0.04% | +4.8% |
Q3 2021 | $473,000 | -84.8% | 6,655 | -84.3% | 0.04% | -72.0% |
Q2 2021 | $3,104,000 | +759.8% | 42,356 | +724.5% | 0.15% | +305.4% |
Q1 2021 | $361,000 | -13.2% | 5,137 | -16.9% | 0.04% | -22.9% |
Q4 2020 | $416,000 | +14.3% | 6,184 | +6.7% | 0.05% | +6.7% |
Q3 2020 | $364,000 | – | 5,798 | – | 0.04% | – |
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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% |