ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
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. | 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% |