ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 330 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,519,091 | +16.1% | 258,695 | +21.2% | 0.09% | +16.2% |
| Q2 2023 | $13,366,185 | +156.7% | 213,449 | +153.9% | 0.08% | +135.3% |
| Q1 2023 | $5,207,368 | -35.6% | 84,058 | -39.8% | 0.03% | -41.4% |
| Q4 2022 | $8,085,162 | +66.1% | 139,688 | +46.1% | 0.06% | +48.7% |
| Q3 2022 | $4,867,000 | -3.9% | 95,585 | +7.7% | 0.04% | -4.9% |
| Q2 2022 | $5,063,000 | -27.2% | 88,782 | -15.0% | 0.04% | -14.6% |
| Q1 2022 | $6,956,000 | -18.6% | 104,483 | -13.3% | 0.05% | -20.0% |
| Q4 2021 | $8,546,000 | +18.5% | 120,474 | +18.6% | 0.06% | +1.7% |
| Q3 2021 | $7,212,000 | +43.2% | 101,583 | +47.9% | 0.06% | +34.1% |
| Q2 2021 | $5,035,000 | +113.4% | 68,687 | +104.7% | 0.04% | +83.3% |
| Q1 2021 | $2,359,000 | +30.9% | 33,563 | +25.1% | 0.02% | +20.0% |
| Q4 2020 | $1,802,000 | +4.9% | 26,820 | -8.9% | 0.02% | -20.0% |
| Q3 2020 | $1,718,000 | +33.4% | 29,447 | +24.6% | 0.02% | +25.0% |
| Q2 2020 | $1,288,000 | +83.5% | 23,633 | +58.4% | 0.02% | +25.0% |
| Q1 2020 | $702,000 | +55.7% | 14,923 | +104.6% | 0.02% | +60.0% |
| Q4 2019 | $451,000 | -28.4% | 7,293 | -32.1% | 0.01% | -47.4% |
| Q2 2019 | $630,000 | +74.0% | 10,748 | +72.5% | 0.02% | -24.0% |
| Q1 2019 | $362,000 | +40.3% | 6,231 | +26.7% | 0.02% | -43.2% |
| Q4 2018 | $258,000 | – | 4,919 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |