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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,722,000 | +1.6% | 52,462 | +1.7% | 1.72% | -2.2% |
| Q3 2021 | $3,663,000 | +1.9% | 51,597 | +5.2% | 1.76% | +1.8% |
| Q2 2021 | $3,596,000 | -0.6% | 49,054 | -4.7% | 1.73% | +3.7% |
| Q1 2021 | $3,618,000 | +11.5% | 51,483 | +6.6% | 1.67% | +7.0% |
| Q4 2020 | $3,245,000 | -0.6% | 48,298 | -13.7% | 1.56% | +10.1% |
| Q3 2020 | $3,265,000 | +1.6% | 55,962 | -5.0% | 1.41% | +1.9% |
| Q2 2020 | $3,213,000 | +36.8% | 58,926 | +18.0% | 1.39% | +19.4% |
| Q1 2020 | $2,348,000 | -8.4% | 49,937 | +19.3% | 1.16% | +9.5% |
| Q4 2019 | $2,562,000 | +16.0% | 41,862 | +9.5% | 1.06% | +10.9% |
| Q3 2019 | $2,208,000 | -0.9% | 38,234 | +0.6% | 0.96% | -2.5% |
| Q2 2019 | $2,229,000 | +6.2% | 38,014 | +5.2% | 0.98% | -1.0% |
| Q1 2019 | $2,099,000 | +18.5% | 36,147 | +7.2% | 0.99% | +10.6% |
| Q4 2018 | $1,772,000 | +5.0% | 33,726 | +14.8% | 0.90% | +12.0% |
| Q3 2018 | $1,687,000 | +5.5% | 29,380 | +10.5% | 0.80% | +2.4% |
| Q2 2018 | $1,599,000 | -3.7% | 26,585 | +0.9% | 0.78% | -8.4% |
| Q1 2018 | $1,661,000 | -1.5% | 26,353 | -1.4% | 0.85% | -1.8% |
| Q4 2017 | $1,686,000 | +10.6% | 26,732 | +6.9% | 0.87% | +3.3% |
| Q3 2017 | $1,525,000 | +17.8% | 25,016 | +10.8% | 0.84% | +1.7% |
| Q2 2017 | $1,295,000 | +12.8% | 22,574 | +7.6% | 0.83% | +7.3% |
| Q1 2017 | $1,148,000 | +276.4% | 20,976 | +247.7% | 0.77% | +220.3% |
| Q4 2016 | $305,000 | +102.0% | 6,033 | +108.8% | 0.24% | +91.3% |
| Q3 2016 | $151,000 | +4.9% | 2,889 | -1.6% | 0.13% | +0.8% |
| Q2 2016 | $144,000 | +6.7% | 2,937 | +7.6% | 0.12% | +2.5% |
| Q1 2016 | $135,000 | +4.7% | 2,729 | +4.6% | 0.12% | -1.6% |
| Q4 2015 | $129,000 | +118.6% | 2,609 | +116.9% | 0.12% | +106.7% |
| Q3 2015 | $59,000 | +40.5% | 1,203 | +58.3% | 0.06% | +50.0% |
| Q2 2015 | $42,000 | – | 760 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |