ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,672,497 | +0.9% | 527,963 | +5.4% | 5.00% | -0.7% |
| Q2 2023 | $31,380,720 | +1.4% | 501,129 | +0.3% | 5.03% | -38.6% |
| Q1 2023 | $30,948,854 | +8.1% | 499,578 | +1.0% | 8.20% | -26.2% |
| Q4 2022 | $28,625,056 | +10.5% | 494,559 | -2.8% | 11.11% | -5.7% |
| Q3 2022 | $25,906,000 | -5.9% | 508,764 | +5.4% | 11.78% | -7.8% |
| Q2 2022 | $27,538,000 | -34.3% | 482,864 | -23.3% | 12.78% | -21.4% |
| Q1 2022 | $41,909,000 | -0.0% | 629,455 | +6.5% | 16.26% | -11.0% |
| Q4 2021 | $41,924,000 | +5.8% | 590,975 | +5.9% | 18.28% | -9.0% |
| Q3 2021 | $39,610,000 | -5.0% | 557,890 | -1.9% | 20.08% | -9.9% |
| Q2 2021 | $41,705,000 | +26.5% | 568,957 | +15.9% | 22.28% | -9.3% |
| Q4 2020 | $32,975,000 | +20.6% | 490,775 | +4.7% | 24.57% | -0.8% |
| Q3 2020 | $27,339,000 | +3.9% | 468,610 | -2.9% | 24.78% | -5.6% |
| Q2 2020 | $26,324,000 | -10.2% | 482,836 | -22.6% | 26.24% | +13.8% |
| Q1 2020 | $29,316,000 | -6.6% | 623,610 | +23.0% | 23.06% | +21.1% |
| Q4 2019 | $31,394,000 | – | 507,176 | – | 19.04% | – |
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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% |