ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,526,000 | -2.9% | 20,864 | -6.8% | 0.40% | -12.0% |
| Q1 2021 | $1,572,000 | -1.1% | 22,382 | -5.3% | 0.46% | -6.1% |
| Q4 2020 | $1,590,000 | +7.7% | 23,637 | -6.7% | 0.49% | -7.4% |
| Q3 2020 | $1,477,000 | +14.6% | 25,341 | +7.8% | 0.53% | +7.8% |
| Q2 2020 | $1,289,000 | +18.1% | 23,506 | +1.1% | 0.49% | +7.0% |
| Q1 2020 | $1,091,000 | -6.2% | 23,258 | +24.8% | 0.46% | -10.0% |
| Q4 2019 | $1,163,000 | +27.1% | 18,641 | +18.1% | 0.51% | +13.9% |
| Q3 2019 | $915,000 | +113.8% | 15,788 | +111.5% | 0.45% | +95.6% |
| Q2 2019 | $428,000 | +103.8% | 7,466 | +101.9% | 0.23% | +88.4% |
| Q1 2019 | $210,000 | – | 3,698 | – | 0.12% | – |
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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% |