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 | $742,546 | -4.7% | 12,378 | -0.5% | 0.05% | -1.9% |
| Q2 2023 | $779,170 | -2.8% | 12,443 | -10.2% | 0.05% | -16.1% |
| Q4 2022 | $801,855 | +133.1% | 13,854 | +167.9% | 0.06% | +129.6% |
| Q1 2022 | $344,000 | -19.8% | 5,171 | -11.7% | 0.03% | -28.9% |
| Q4 2021 | $429,000 | +4.9% | 5,854 | +1.9% | 0.04% | +11.8% |
| Q3 2021 | $409,000 | -4.7% | 5,744 | -1.9% | 0.03% | -10.5% |
| Q2 2021 | $429,000 | +54.3% | 5,854 | +51.5% | 0.04% | +35.7% |
| Q1 2021 | $278,000 | +0.4% | 3,864 | -6.3% | 0.03% | -15.2% |
| Q4 2020 | $277,000 | -6.4% | 4,123 | -18.1% | 0.03% | -19.5% |
| Q3 2020 | $296,000 | -7.5% | 5,032 | -26.1% | 0.04% | -51.2% |
| Q1 2020 | $320,000 | +18.5% | 6,811 | +56.0% | 0.08% | +21.7% |
| Q4 2019 | $270,000 | +0.7% | 4,366 | -5.8% | 0.07% | -5.5% |
| Q3 2019 | $268,000 | +20.2% | 4,636 | +25.2% | 0.07% | -11.0% |
| Q2 2018 | $223,000 | – | 3,704 | – | 0.08% | – |
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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% |