ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,595 | -4.6% | 510 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,079 | -48.2% | 510 | -48.0% | 0.01% | -44.4% |
| Q1 2023 | $61,940 | +7.4% | 981 | -1.5% | 0.02% | 0.0% |
| Q4 2022 | $57,648 | -36.7% | 996 | -44.5% | 0.02% | -43.8% |
| Q3 2022 | $91,000 | -50.3% | 1,796 | -43.9% | 0.03% | -49.2% |
| Q2 2022 | $183,000 | -14.1% | 3,204 | 0.0% | 0.06% | -7.4% |
| Q1 2022 | $213,000 | -34.3% | 3,204 | -29.8% | 0.07% | -39.3% |
| Q4 2021 | $324,000 | +14.1% | 4,564 | +13.9% | 0.11% | +1.8% |
| Q3 2021 | $284,000 | -3.4% | 4,007 | 0.0% | 0.11% | -12.7% |
| Q2 2021 | $294,000 | +4.3% | 4,007 | 0.0% | 0.13% | +4.1% |
| Q1 2021 | $282,000 | – | 4,007 | – | 0.12% | – |
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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% |