ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,466,422 | +13.1% | 25,336 | -0.6% | 1.67% | +7.8% |
| Q3 2022 | $1,297,000 | -4.6% | 25,481 | +6.9% | 1.55% | +2.7% |
| Q2 2022 | $1,359,000 | -8.2% | 23,841 | +7.3% | 1.51% | +2.4% |
| Q1 2022 | $1,480,000 | +3.8% | 22,229 | +10.5% | 1.47% | +0.8% |
| Q4 2021 | $1,426,000 | +14.5% | 20,114 | +14.8% | 1.46% | -0.8% |
| Q3 2021 | $1,245,000 | +7.1% | 17,523 | +10.4% | 1.47% | +2.2% |
| Q2 2021 | $1,163,000 | +11.3% | 15,871 | +6.7% | 1.44% | +8.3% |
| Q1 2021 | $1,045,000 | -33.4% | 14,871 | -36.3% | 1.33% | +20.8% |
| Q4 2020 | $1,569,000 | +25.9% | 23,358 | +9.3% | 1.10% | +17.0% |
| Q3 2020 | $1,246,000 | +7.9% | 21,362 | +0.8% | 0.94% | -1.5% |
| Q2 2020 | $1,155,000 | +13.5% | 21,188 | -2.1% | 0.95% | -4.7% |
| Q1 2020 | $1,018,000 | -21.4% | 21,651 | +3.5% | 1.00% | -8.3% |
| Q4 2019 | $1,295,000 | +8.6% | 20,917 | +1.3% | 1.09% | +4.7% |
| Q3 2019 | $1,192,000 | +11.4% | 20,639 | +13.1% | 1.04% | +8.6% |
| Q2 2019 | $1,070,000 | +3.9% | 18,245 | +2.8% | 0.96% | +6.0% |
| Q1 2019 | $1,030,000 | +20.9% | 17,740 | +9.4% | 0.91% | +4.3% |
| Q4 2018 | $852,000 | +0.2% | 16,218 | +15.1% | 0.87% | +34.1% |
| Q3 2018 | $850,000 | -8.3% | 14,088 | -8.7% | 0.65% | -26.5% |
| Q2 2018 | $927,000 | +2.1% | 15,424 | +7.0% | 0.88% | +1.6% |
| Q1 2018 | $908,000 | +18.1% | 14,414 | +18.3% | 0.87% | +23.1% |
| Q4 2017 | $769,000 | – | 12,189 | – | 0.70% | – |
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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% |