ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,039,187 | +29.6% | 67,331 | +35.3% | 0.50% | +50.6% |
| Q2 2023 | $3,116,222 | +16.7% | 49,764 | +15.5% | 0.33% | +7.7% |
| Q1 2023 | $2,669,302 | -1.4% | 43,088 | -7.8% | 0.31% | +10.3% |
| Q4 2022 | $2,706,006 | +20.5% | 46,752 | +6.0% | 0.28% | +8.5% |
| Q3 2022 | $2,246,000 | +17.9% | 44,112 | +32.0% | 0.26% | +28.9% |
| Q2 2022 | $1,905,000 | -14.3% | 33,408 | 0.0% | 0.20% | -7.8% |
| Q1 2022 | $2,224,000 | -6.3% | 33,408 | 0.0% | 0.22% | -2.2% |
| Q4 2021 | $2,373,000 | +36.5% | 33,408 | +36.4% | 0.22% | +20.5% |
| Q3 2021 | $1,739,000 | +27.2% | 24,487 | +31.3% | 0.18% | +28.5% |
| Q2 2021 | $1,367,000 | +374.7% | 18,643 | +355.3% | 0.14% | +323.5% |
| Q1 2021 | $288,000 | +4.7% | 4,095 | 0.0% | 0.03% | -5.6% |
| Q4 2020 | $275,000 | – | 4,095 | – | 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% |