ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 251 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,434 | -4.7% | 13,443 | -0.6% | 0.75% | +3.2% |
| Q2 2023 | $846,610 | -21.6% | 13,520 | -22.4% | 0.72% | -23.2% |
| Q1 2023 | $1,079,505 | +16.0% | 17,425 | +8.3% | 0.94% | +12.5% |
| Q4 2022 | $930,890 | -8.0% | 16,083 | -19.1% | 0.84% | -17.5% |
| Q3 2022 | $1,011,713 | -14.4% | 19,869 | -4.1% | 1.01% | -8.0% |
| Q2 2022 | $1,182,000 | -12.7% | 20,724 | +1.9% | 1.10% | +9.9% |
| Q1 2022 | $1,354,000 | -6.2% | 20,329 | -0.0% | 1.00% | -2.5% |
| Q4 2021 | $1,443,000 | +1.5% | 20,339 | +1.6% | 1.03% | -6.4% |
| Q3 2021 | $1,421,000 | -4.6% | 20,010 | -1.5% | 1.10% | -2.0% |
| Q2 2021 | $1,490,000 | +4.7% | 20,321 | +0.4% | 1.12% | +1.5% |
| Q1 2021 | $1,423,000 | +1.5% | 20,244 | -3.0% | 1.10% | +2.8% |
| Q4 2020 | $1,402,000 | +14.7% | 20,860 | -0.4% | 1.08% | +4.5% |
| Q3 2020 | $1,222,000 | +5.8% | 20,943 | -1.2% | 1.03% | +11.4% |
| Q2 2020 | $1,155,000 | +9.1% | 21,190 | -5.9% | 0.92% | -2.4% |
| Q1 2020 | $1,059,000 | -24.0% | 22,523 | +0.0% | 0.95% | -2.4% |
| Q4 2019 | $1,393,000 | +8.8% | 22,512 | +1.6% | 0.97% | +2.0% |
| Q3 2019 | $1,280,000 | -2.9% | 22,155 | -1.4% | 0.95% | -4.1% |
| Q2 2019 | $1,318,000 | +1.6% | 22,468 | +0.6% | 0.99% | -1.8% |
| Q1 2019 | $1,297,000 | +10.5% | 22,342 | 0.0% | 1.01% | -3.2% |
| Q4 2018 | $1,174,000 | -20.7% | 22,342 | -8.9% | 1.04% | -21.6% |
| Q3 2018 | $1,480,000 | +0.3% | 24,536 | +0.0% | 1.33% | -7.6% |
| Q2 2018 | $1,475,000 | -6.7% | 24,524 | -2.2% | 1.44% | -7.8% |
| Q1 2018 | $1,581,000 | -1.5% | 25,076 | -1.5% | 1.56% | +0.3% |
| Q4 2017 | $1,605,000 | – | 25,447 | – | 1.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |