ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $695,078 | +26.6% | 11,587 | +32.2% | 0.04% | +20.7% |
| Q2 2023 | $548,962 | +17.1% | 8,767 | +15.8% | 0.03% | +7.4% |
| Q1 2023 | $468,943 | +75.8% | 7,570 | +64.2% | 0.03% | +58.8% |
| Q4 2022 | $266,809 | -15.3% | 4,610 | -25.5% | 0.02% | -29.2% |
| Q3 2022 | $315,000 | +43.2% | 6,187 | +60.7% | 0.02% | +26.3% |
| Q2 2022 | $220,000 | -27.9% | 3,850 | -15.9% | 0.02% | -17.4% |
| Q1 2022 | $305,000 | +32.6% | 4,579 | +41.2% | 0.02% | +35.3% |
| Q4 2021 | $230,000 | -11.2% | 3,242 | -11.1% | 0.02% | -19.0% |
| Q3 2021 | $259,000 | +9.3% | 3,647 | +12.7% | 0.02% | +40.0% |
| Q2 2021 | $237,000 | -36.8% | 3,237 | -46.6% | 0.02% | -65.9% |
| Q4 2019 | $375,000 | +22.1% | 6,065 | +14.2% | 0.04% | +4.8% |
| Q3 2019 | $307,000 | +4.1% | 5,312 | +5.5% | 0.04% | -2.3% |
| Q2 2019 | $295,000 | +19.0% | 5,036 | +17.9% | 0.04% | +4.9% |
| Q1 2019 | $248,000 | +14.3% | 4,271 | +3.6% | 0.04% | -2.4% |
| Q4 2018 | $217,000 | – | 4,123 | – | 0.04% | – |
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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% |