ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,311 | -1.1% | 6,790 | +3.3% | 0.05% | +4.5% |
| Q2 2023 | $411,683 | +0.4% | 6,574 | -0.7% | 0.04% | -2.2% |
| Q1 2023 | $410,050 | -11.4% | 6,619 | -18.5% | 0.04% | -18.2% |
| Q2 2022 | $463,000 | -3.7% | 8,125 | +12.6% | 0.06% | +14.6% |
| Q1 2022 | $481,000 | +56.7% | 7,218 | +66.8% | 0.05% | +54.8% |
| Q4 2021 | $307,000 | +11.2% | 4,328 | +11.2% | 0.03% | +6.9% |
| Q3 2021 | $276,000 | +1.8% | 3,892 | +5.4% | 0.03% | 0.0% |
| Q2 2021 | $271,000 | +23.2% | 3,691 | +18.1% | 0.03% | +3.6% |
| Q1 2021 | $220,000 | +1471.4% | 3,126 | +1219.0% | 0.03% | +460.0% |
| Q1 2019 | $14,000 | – | 237 | – | 0.01% | – |
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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% |