ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 330 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,117,602 | +10.1% | 35,299 | +14.9% | 0.08% | +13.7% |
| Q2 2023 | $1,923,227 | +66.9% | 30,713 | +65.1% | 0.07% | +55.3% |
| Q1 2023 | $1,152,359 | +5.8% | 18,601 | -1.1% | 0.05% | -4.1% |
| Q4 2022 | $1,088,968 | +283.4% | 18,814 | +237.8% | 0.05% | +226.7% |
| Q3 2022 | $284,000 | -6.9% | 5,570 | +4.1% | 0.02% | -25.0% |
| Q2 2022 | $305,000 | +43.9% | 5,349 | +79.3% | 0.02% | +53.8% |
| Q3 2021 | $212,000 | -49.8% | 2,983 | -56.3% | 0.01% | -71.1% |
| Q4 2019 | $422,000 | +7.4% | 6,819 | +0.2% | 0.04% | -13.5% |
| Q3 2019 | $393,000 | -87.4% | 6,802 | -87.2% | 0.05% | -87.2% |
| Q2 2019 | $3,127,000 | -24.8% | 53,327 | -25.5% | 0.41% | -34.0% |
| Q1 2019 | $4,156,000 | +13.3% | 71,567 | +2.5% | 0.62% | -14.9% |
| Q4 2018 | $3,669,000 | +8.6% | 69,836 | +24.7% | 0.72% | +40.9% |
| Q3 2018 | $3,377,000 | +17.7% | 56,001 | +17.4% | 0.51% | -21.6% |
| Q2 2018 | $2,869,000 | +14.3% | 47,717 | +19.8% | 0.65% | +2.8% |
| Q1 2018 | $2,511,000 | +129.3% | 39,829 | +129.4% | 0.64% | +54.0% |
| Q4 2017 | $1,095,000 | – | 17,366 | – | 0.41% | – |
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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% |