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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,061,254 | +8.3% | 144,702 | +7.1% | 0.85% | -0.5% |
| Q1 2023 | $8,369,136 | +108056.3% | 135,095 | +1.1% | 0.86% | -12.8% |
| Q4 2022 | $7,738 | -99.8% | 133,688 | +61.7% | 0.98% | +60.5% |
| Q3 2022 | $4,210,000 | +909.6% | 82,670 | +1031.7% | 0.61% | +903.3% |
| Q2 2022 | $417,000 | -14.2% | 7,305 | 0.0% | 0.06% | -9.0% |
| Q1 2022 | $486,000 | -13.1% | 7,305 | -7.3% | 0.07% | -18.3% |
| Q4 2021 | $559,000 | 0.0% | 7,880 | 0.0% | 0.08% | -14.6% |
| Q3 2021 | $559,000 | -3.3% | 7,880 | 0.0% | 0.10% | +47.7% |
| Q2 2021 | $578,000 | +1.8% | 7,880 | -2.5% | 0.06% | -47.2% |
| Q1 2021 | $568,000 | +10.3% | 8,080 | +5.3% | 0.12% | -2.4% |
| Q4 2020 | $515,000 | +15.2% | 7,670 | 0.0% | 0.13% | -0.8% |
| Q3 2020 | $447,000 | +4.4% | 7,670 | -2.4% | 0.13% | -7.3% |
| Q2 2020 | $428,000 | -2.9% | 7,855 | -16.2% | 0.14% | -42.7% |
| Q1 2020 | $441,000 | -9.3% | 9,375 | +19.4% | 0.24% | +3.9% |
| Q4 2019 | $486,000 | +138.2% | 7,850 | +121.8% | 0.23% | +123.3% |
| Q3 2019 | $204,000 | +37.8% | 3,540 | +40.5% | 0.10% | +37.3% |
| Q2 2019 | $148,000 | +236.4% | 2,520 | +231.6% | 0.08% | +240.9% |
| Q1 2019 | $44,000 | +109.5% | 760 | +78.8% | 0.02% | +2100.0% |
| Q4 2018 | $21,000 | +61.5% | 425 | +97.7% | 0.00% | -75.0% |
| Q3 2018 | $13,000 | -71.7% | 215 | -71.9% | 0.00% | +100.0% |
| Q2 2018 | $46,000 | -4.2% | 765 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | 0.0% | 765 | 0.0% | 0.00% | -92.6% |
| Q4 2017 | $48,000 | +41.2% | 765 | +39.1% | 0.03% | +28.6% |
| Q3 2017 | $34,000 | -46.9% | 550 | -50.0% | 0.02% | +40.0% |
| Q2 2017 | $64,000 | – | 1,100 | – | 0.02% | – |
Download | ||||||
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% |