ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,463,369 | -6.4% | 41,063 | -2.3% | 0.49% | -1.4% |
| Q2 2023 | $2,631,856 | +6.3% | 42,029 | +5.2% | 0.50% | -5.7% |
| Q1 2023 | $2,475,894 | +31.1% | 39,966 | +22.4% | 0.53% | +23.2% |
| Q4 2022 | $1,889,261 | -13.7% | 32,641 | -24.0% | 0.43% | -21.8% |
| Q3 2022 | $2,188,000 | -7.9% | 42,960 | +3.1% | 0.55% | -4.9% |
| Q2 2022 | $2,376,000 | +18.3% | 41,655 | +38.0% | 0.57% | +36.7% |
| Q1 2022 | $2,009,000 | -11.1% | 30,178 | -5.3% | 0.42% | -7.5% |
| Q4 2021 | $2,260,000 | -3.2% | 31,863 | -3.1% | 0.45% | -11.0% |
| Q3 2021 | $2,335,000 | -9.4% | 32,886 | -6.5% | 0.51% | -12.4% |
| Q2 2021 | $2,577,000 | +0.9% | 35,159 | -3.3% | 0.58% | -8.5% |
| Q1 2021 | $2,555,000 | +7.0% | 36,352 | +2.3% | 0.64% | -3.0% |
| Q4 2020 | $2,387,000 | +18.0% | 35,526 | +2.5% | 0.66% | +4.0% |
| Q3 2020 | $2,023,000 | +3.4% | 34,673 | -3.4% | 0.63% | -5.5% |
| Q2 2020 | $1,957,000 | -48.0% | 35,886 | -55.1% | 0.67% | -54.4% |
| Q1 2020 | $3,761,000 | -14.3% | 80,006 | +12.9% | 1.47% | +1.3% |
| Q4 2019 | $4,388,000 | +10.9% | 70,893 | +3.4% | 1.45% | +0.3% |
| Q3 2019 | $3,958,000 | +17.8% | 68,533 | +19.6% | 1.44% | +10.2% |
| Q2 2019 | $3,361,000 | +5.9% | 57,308 | +4.8% | 1.31% | +0.4% |
| Q1 2019 | $3,175,000 | -1.0% | 54,671 | -10.5% | 1.30% | -15.0% |
| Q4 2018 | $3,208,000 | +36.2% | 61,078 | +56.3% | 1.54% | +47.5% |
| Q3 2018 | $2,356,000 | +510.4% | 39,066 | +509.3% | 1.04% | +453.7% |
| Q2 2018 | $386,000 | – | 6,412 | – | 0.19% | – |
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% |