ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,795,000 | +6.8% | 109,768 | -0.3% | 0.05% | 0.0% |
| Q3 2019 | $6,361,000 | -7.5% | 110,140 | -6.1% | 0.05% | -11.3% |
| Q2 2019 | $6,876,000 | -3.4% | 117,256 | -4.3% | 0.05% | -10.2% |
| Q1 2019 | $7,116,000 | +6.1% | 122,499 | -4.0% | 0.06% | -10.6% |
| Q4 2018 | $6,704,000 | -7.6% | 127,592 | +6.0% | 0.07% | -9.6% |
| Q3 2018 | $7,259,000 | +11.1% | 120,370 | +10.8% | 0.07% | -18.9% |
| Q2 2018 | $6,532,000 | -3.4% | 108,618 | +1.3% | 0.09% | -3.2% |
| Q1 2018 | $6,761,000 | +15.4% | 107,231 | +15.5% | 0.09% | +19.2% |
| Q4 2017 | $5,859,000 | +29.0% | 92,862 | +24.7% | 0.08% | +9.9% |
| Q3 2017 | $4,543,000 | +49.7% | 74,489 | +40.8% | 0.07% | +34.0% |
| Q2 2017 | $3,035,000 | +114.2% | 52,892 | +104.4% | 0.05% | +82.8% |
| Q1 2017 | $1,417,000 | +87.9% | 25,883 | +73.3% | 0.03% | +70.6% |
| Q4 2016 | $754,000 | -12.6% | 14,939 | -9.6% | 0.02% | -19.0% |
| Q3 2016 | $863,000 | +34.2% | 16,519 | +25.3% | 0.02% | +23.5% |
| Q2 2016 | $643,000 | – | 13,182 | – | 0.02% | – |
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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% |