ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 343 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,193,034 | +27.9% | 236,590 | +32.0% | 4.94% | +31.6% |
| Q1 2023 | $11,100,153 | -1.1% | 179,179 | -7.6% | 3.75% | -6.2% |
| Q4 2022 | $11,224,279 | -29.3% | 193,923 | -18.7% | 4.00% | -26.0% |
| Q1 2022 | $15,879,000 | -16.7% | 238,495 | -11.2% | 5.41% | -17.0% |
| Q4 2021 | $19,055,000 | +17.2% | 268,602 | +21.1% | 6.52% | +2.9% |
| Q3 2021 | $16,253,000 | 0.0% | 221,732 | 0.0% | 6.34% | 0.0% |
| Q2 2021 | $16,253,000 | +70.4% | 221,732 | +35.6% | 6.34% | +64.3% |
| Q3 2020 | $9,540,000 | +52.9% | 163,526 | +62.3% | 3.86% | -15.3% |
| Q4 2019 | $6,238,000 | +16.3% | 100,772 | +8.5% | 4.56% | +70.4% |
| Q3 2019 | $5,364,000 | +9.1% | 92,868 | +10.7% | 2.67% | +4.0% |
| Q2 2019 | $4,918,000 | +174.9% | 83,866 | +172.3% | 2.57% | +175.6% |
| Q1 2019 | $1,789,000 | – | 30,803 | – | 0.93% | – |
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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% |