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 | $1,380,970 | +9.0% | 23,020 | +13.8% | 0.12% | +29.2% |
| Q2 2023 | $1,267,116 | +256.0% | 20,235 | +252.2% | 0.10% | +220.0% |
| Q1 2023 | $355,903 | +4.3% | 5,745 | -2.6% | 0.03% | -9.1% |
| Q4 2022 | $341,318 | +10.5% | 5,897 | -2.9% | 0.03% | -5.7% |
| Q3 2022 | $309,000 | -16.0% | 6,074 | -6.0% | 0.04% | -16.7% |
| Q2 2022 | $368,000 | -21.0% | 6,461 | -7.7% | 0.04% | -10.6% |
| Q1 2022 | $466,000 | -12.6% | 7,002 | -6.8% | 0.05% | -9.6% |
| Q4 2021 | $533,000 | -6.5% | 7,513 | -6.3% | 0.05% | -17.5% |
| Q3 2021 | $570,000 | +6.9% | 8,022 | +10.3% | 0.06% | +3.3% |
| Q2 2021 | $533,000 | +7.0% | 7,273 | +2.6% | 0.06% | -4.7% |
| Q1 2021 | $498,000 | +1.8% | 7,086 | -2.6% | 0.06% | -22.9% |
| Q4 2020 | $489,000 | +14.5% | 7,277 | +1.3% | 0.08% | +1.2% |
| Q3 2020 | $427,000 | +4.4% | 7,183 | -0.5% | 0.08% | -10.9% |
| Q2 2020 | $409,000 | +17.9% | 7,222 | +1.8% | 0.09% | -1.1% |
| Q1 2020 | $347,000 | -31.4% | 7,097 | -13.1% | 0.09% | -25.0% |
| Q4 2019 | $506,000 | +11.2% | 8,166 | +2.1% | 0.12% | -1.6% |
| Q3 2019 | $455,000 | +5.6% | 7,996 | +8.6% | 0.13% | +7.7% |
| Q2 2019 | $431,000 | -3.6% | 7,365 | -1.7% | 0.12% | -14.0% |
| Q1 2019 | $447,000 | +26.6% | 7,493 | +19.7% | 0.14% | +22.5% |
| Q4 2018 | $353,000 | +50.9% | 6,258 | +48.8% | 0.11% | -39.0% |
| Q3 2018 | $234,000 | – | 4,206 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |