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 | $2,995,978 | -8.1% | 49,941 | -4.1% | 0.14% | -5.5% |
| Q2 2023 | $3,260,391 | -8.2% | 52,066 | -9.2% | 0.15% | -4.6% |
| Q1 2023 | $3,551,749 | -36.6% | 57,333 | -40.7% | 0.15% | -42.9% |
| Q4 2022 | $5,599,955 | +2.6% | 96,751 | -9.7% | 0.27% | -13.8% |
| Q3 2022 | $5,459,000 | +593.6% | 107,198 | +677.3% | 0.31% | +547.9% |
| Q2 2022 | $787,000 | +112.1% | 13,791 | +147.8% | 0.05% | +108.7% |
| Q1 2022 | $371,000 | -58.9% | 5,566 | -56.3% | 0.02% | -57.4% |
| Q4 2021 | $903,000 | +62.1% | 12,729 | +62.2% | 0.05% | +50.0% |
| Q3 2021 | $557,000 | -8.2% | 7,849 | -5.2% | 0.04% | -12.2% |
| Q2 2021 | $607,000 | +4.7% | 8,280 | +0.4% | 0.04% | -2.4% |
| Q1 2021 | $580,000 | +4.7% | 8,250 | 0.0% | 0.04% | -14.3% |
| Q4 2020 | $554,000 | +170.2% | 8,250 | +135.2% | 0.05% | +122.7% |
| Q3 2020 | $205,000 | +22.8% | 3,508 | -1.3% | 0.02% | -8.3% |
| Q1 2020 | $167,000 | -41.4% | 3,553 | -23.0% | 0.02% | -33.3% |
| Q4 2019 | $285,000 | +32.6% | 4,612 | +23.9% | 0.04% | +16.1% |
| Q3 2019 | $215,000 | -7.7% | 3,722 | -6.5% | 0.03% | -16.2% |
| Q2 2019 | $233,000 | -4.1% | 3,980 | -4.8% | 0.04% | -9.8% |
| Q1 2019 | $243,000 | +173.0% | 4,182 | +147.5% | 0.04% | +141.2% |
| Q4 2018 | $89,000 | +122.5% | 1,690 | +156.1% | 0.02% | +142.9% |
| Q3 2018 | $40,000 | 0.0% | 660 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $40,000 | +8.1% | 660 | +13.4% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 582 | 0.0% | 0.01% | -20.0% |
| Q4 2017 | $37,000 | +5.7% | 582 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $35,000 | +6.1% | 582 | 0.0% | 0.01% | -37.5% |
| Q2 2017 | $33,000 | +3.1% | 582 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $32,000 | +10.3% | 582 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $29,000 | – | 582 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Beta Advisors LLC | 2,752,873 | $170,403,000 | 35.47% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,493,805 | $587,667,000 | 30.98% |
| New England Professional Planning Group Inc. | 470,353 | $29,103,000 | 23.09% |
| AlphaCore Capital LLC | 507,176 | $31,394,000 | 19.04% |
| ESL Trust Services, LLC | 652,905 | $40,415,000 | 18.66% |
| AGILIS PARTNERS LLC | 542,399 | $33,574,000 | 17.90% |
| CAHABA WEALTH MANAGEMENT, INC. | 785,859 | $48,644,000 | 10.78% |
| Sequoia Financial Advisors, LLC | 2,714,309 | $168,016,000 | 10.67% |
| Pasadena Private Wealth, LLC | 375,626 | $23,251,000 | 10.20% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,699,703 | $105,212,000 | 9.53% |