ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $55,796 | +13.9% | 964 | 0.0% | 0.04% | +18.8% |
| Q3 2022 | $49,000 | -10.9% | 964 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $55,000 | -14.1% | 964 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $64,000 | -5.9% | 964 | 0.0% | 0.03% | -15.0% |
| Q4 2021 | $68,000 | 0.0% | 964 | 0.0% | 0.04% | -7.0% |
| Q3 2021 | $68,000 | -4.2% | 964 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $71,000 | +4.4% | 964 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $68,000 | +21.4% | 964 | +15.4% | 0.04% | +12.5% |
| Q4 2020 | $56,000 | +19.1% | 835 | +3.0% | 0.04% | +2.6% |
| Q3 2020 | $47,000 | +6.8% | 811 | 0.0% | 0.04% | -11.4% |
| Q2 2020 | $44,000 | +15.8% | 811 | 0.0% | 0.04% | +22.2% |
| Q1 2020 | $38,000 | -24.0% | 811 | 0.0% | 0.04% | -12.2% |
| Q4 2019 | $50,000 | +6.4% | 811 | 0.0% | 0.04% | +7.9% |
| Q3 2019 | $47,000 | -2.1% | 811 | 0.0% | 0.04% | -2.6% |
| Q2 2019 | $48,000 | -5.9% | 811 | -8.5% | 0.04% | -7.1% |
| Q1 2019 | $51,000 | +8.5% | 886 | 0.0% | 0.04% | -2.3% |
| Q4 2018 | $47,000 | -32.9% | 886 | -23.7% | 0.04% | -21.8% |
| Q3 2018 | $70,000 | 0.0% | 1,161 | 0.0% | 0.06% | -9.8% |
| Q2 2018 | $70,000 | -4.1% | 1,161 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $73,000 | 0.0% | 1,161 | 0.0% | 0.06% | -6.1% |
| Q4 2017 | $73,000 | +2.8% | 1,161 | 0.0% | 0.07% | +1.5% |
| Q3 2017 | $71,000 | +6.0% | 1,161 | 0.0% | 0.06% | +8.3% |
| Q2 2017 | $67,000 | +4.7% | 1,161 | 0.0% | 0.06% | -6.2% |
| Q1 2017 | $64,000 | – | 1,161 | – | 0.06% | – |
Download | ||||||
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% |