ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 218 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $131,404 | -4.4% | 1,945 | -4.0% | 0.05% | -5.4% |
| Q1 2024 | $137,417 | +12.0% | 2,025 | +7.1% | 0.06% | +3.7% |
| Q4 2023 | $122,718 | +3.8% | 1,890 | -4.1% | 0.05% | -3.6% |
| Q3 2023 | $118,240 | +3.7% | 1,971 | +8.2% | 0.06% | +9.8% |
| Q2 2023 | $114,031 | +4.5% | 1,821 | +3.4% | 0.05% | -1.9% |
| Q1 2023 | $109,094 | +37.5% | 1,761 | +28.4% | 0.05% | +30.0% |
| Q4 2022 | $79,353 | +24.0% | 1,371 | +8.4% | 0.04% | +21.2% |
| Q3 2022 | $64,000 | -11.1% | 1,265 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $72,000 | -14.3% | 1,265 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $84,000 | -4.5% | 1,265 | +1.6% | 0.04% | 0.0% |
| Q4 2021 | $88,000 | 0.0% | 1,245 | 0.0% | 0.04% | -10.3% |
| Q3 2021 | $88,000 | -2.2% | 1,245 | +1.2% | 0.04% | -9.3% |
| Q2 2021 | $90,000 | +4.7% | 1,230 | 0.0% | 0.04% | -8.5% |
| Q1 2021 | $86,000 | +3.6% | 1,230 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $83,000 | +15.3% | 1,230 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $72,000 | +10.8% | 1,230 | +3.9% | 0.05% | +2.2% |
| Q2 2020 | $65,000 | +16.1% | 1,184 | 0.0% | 0.04% | +2.3% |
| Q1 2020 | $56,000 | -90.5% | 1,184 | -87.6% | 0.04% | -87.6% |
| Q4 2019 | $591,000 | +457.5% | 9,549 | +420.7% | 0.36% | +408.6% |
| Q3 2019 | $106,000 | -31.2% | 1,834 | -30.0% | 0.07% | -32.0% |
| Q2 2019 | $154,000 | +1.3% | 2,619 | 0.0% | 0.10% | -8.8% |
| Q1 2019 | $152,000 | +10.1% | 2,619 | 0.0% | 0.11% | -8.1% |
| Q4 2018 | $138,000 | -19.8% | 2,619 | -7.9% | 0.12% | +3.4% |
| Q3 2018 | $172,000 | +1.8% | 2,844 | +1.4% | 0.12% | -6.3% |
| Q2 2018 | $169,000 | -4.5% | 2,805 | 0.0% | 0.13% | -9.3% |
| Q1 2018 | $177,000 | 0.0% | 2,805 | 0.0% | 0.14% | +11.1% |
| Q4 2017 | $177,000 | – | 2,805 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 647,319 | $38,606,000 | 18.16% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,154 | $3,029,000 | 0.90% |
| NewSquare Capital LLC | 29,205 | $1,742,000 | 0.62% |
| Tortoise Investment Management, LLC | 10,665 | $636,000 | 0.27% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,992 | $417,000 | 0.16% |
| Atria Investments, Inc | 16,670 | $994,000 | 0.10% |
| JANE STREET GROUP, LLC | 108,297 | $6,459,000 | 0.08% |
| Rehmann Capital Advisory Group | 5,212 | $311,000 | 0.07% |
| BlackRock Fund Advisors | 3,775,615 | $225,178,000 | 0.06% |
| NORRIS PERNE & FRENCH LLP/MI | 4,556 | $272,000 | 0.05% |