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 | $1,594 | -46.4% | 26,563 | -44.0% | 0.53% | -45.6% |
| Q2 2023 | $2,972 | -37.1% | 47,462 | -37.8% | 0.97% | -40.7% |
| Q1 2023 | $4,727 | +11.6% | 76,297 | +4.3% | 1.64% | +10.6% |
| Q4 2022 | $4,234 | -99.8% | 73,149 | +101.9% | 1.48% | +107.1% |
| Q3 2022 | $1,845,000 | +1.9% | 36,228 | +14.2% | 0.72% | +4.8% |
| Q2 2022 | $1,810,000 | -20.2% | 31,734 | -6.9% | 0.68% | -11.1% |
| Q1 2022 | $2,269,000 | -5.1% | 34,086 | +1.1% | 0.77% | -2.9% |
| Q4 2021 | $2,392,000 | -36.2% | 33,713 | -36.2% | 0.79% | -40.9% |
| Q3 2021 | $3,751,000 | +52.1% | 52,829 | +57.1% | 1.34% | +49.6% |
| Q2 2021 | $2,466,000 | +8.5% | 33,638 | +4.1% | 0.89% | +1.8% |
| Q1 2021 | $2,272,000 | +18.6% | 32,321 | +13.4% | 0.88% | +9.6% |
| Q4 2020 | $1,916,000 | +20.4% | 28,514 | +4.6% | 0.80% | +6.8% |
| Q3 2020 | $1,591,000 | +7.1% | 27,269 | +0.0% | 0.75% | +1.2% |
| Q2 2020 | $1,486,000 | -19.2% | 27,265 | -30.3% | 0.74% | -29.2% |
| Q1 2020 | $1,838,000 | -32.9% | 39,099 | -11.7% | 1.04% | -22.1% |
| Q4 2019 | $2,741,000 | -18.7% | 44,279 | -24.1% | 1.34% | -22.9% |
| Q3 2019 | $3,370,000 | +213.8% | 58,352 | +218.7% | 1.74% | +203.7% |
| Q2 2019 | $1,074,000 | +7.6% | 18,310 | +6.5% | 0.57% | +6.7% |
| Q1 2019 | $998,000 | +36.5% | 17,186 | +23.4% | 0.54% | +18.8% |
| Q4 2018 | $731,000 | -24.1% | 13,924 | -12.8% | 0.45% | -26.6% |
| Q3 2018 | $963,000 | +8.8% | 15,975 | +8.4% | 0.62% | -1.8% |
| Q2 2018 | $885,000 | -11.0% | 14,731 | -6.6% | 0.63% | -15.7% |
| Q1 2018 | $994,000 | +11.4% | 15,774 | +12.5% | 0.74% | +8.3% |
| Q4 2017 | $892,000 | – | 14,027 | – | 0.69% | – |
Download | ||||||
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% |