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 | $294,791 | +43.7% | 4,914 | +50.0% | 0.02% | +21.1% |
| Q2 2023 | $205,206 | -7.5% | 3,277 | -8.5% | 0.02% | +35.7% |
| Q1 2023 | $221,905 | +6.7% | 3,582 | -1.6% | 0.01% | -51.7% |
| Q2 2022 | $208,000 | -14.0% | 3,639 | 0.0% | 0.03% | +11.5% |
| Q1 2022 | $242,000 | -6.2% | 3,639 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $258,000 | -9.5% | 3,639 | -6.6% | 0.03% | -25.0% |
| Q3 2021 | $285,000 | -0.3% | 3,897 | 0.0% | 0.04% | -10.0% |
| Q2 2021 | $286,000 | +4.8% | 3,897 | 0.0% | 0.04% | -14.9% |
| Q1 2021 | $273,000 | -11.9% | 3,897 | -15.6% | 0.05% | -26.6% |
| Q4 2020 | $310,000 | -24.0% | 4,619 | -34.0% | 0.06% | -34.0% |
| Q3 2020 | $408,000 | -60.5% | 7,000 | -63.0% | 0.10% | -63.8% |
| Q2 2020 | $1,032,000 | +5.8% | 18,927 | -8.8% | 0.27% | -19.0% |
| Q1 2020 | $975,000 | +32400.0% | 20,752 | +34486.7% | 0.33% | +33000.0% |
| Q4 2018 | $3,000 | – | 60 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |