ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,899,640 | -0.9% | 48,335 | +3.5% | 1.07% | +1.6% |
| Q2 2023 | $2,925,569 | -2.2% | 46,719 | -3.2% | 1.06% | -5.2% |
| Q1 2023 | $2,990,628 | +110092.6% | 48,275 | +3.0% | 1.11% | -13.5% |
| Q4 2022 | $2,714 | -99.9% | 46,890 | -8.8% | 1.29% | +6.1% |
| Q3 2022 | $2,619,000 | +34.1% | 51,430 | +76.9% | 1.21% | +39.4% |
| Q4 2020 | $1,953,000 | +19.4% | 29,074 | +3.7% | 0.87% | +6.2% |
| Q3 2020 | $1,635,000 | +23.1% | 28,029 | -0.8% | 0.82% | -13.7% |
| Q1 2020 | $1,328,000 | +10.1% | 28,246 | +41.6% | 0.95% | +32.9% |
| Q3 2019 | $1,206,000 | +27.1% | 19,943 | +23.6% | 0.71% | +18.4% |
| Q2 2019 | $949,000 | -2.3% | 16,134 | -12.7% | 0.60% | -18.1% |
| Q4 2018 | $971,000 | +166.8% | 18,482 | +206.5% | 0.74% | +218.6% |
| Q3 2018 | $364,000 | -6.7% | 6,031 | -7.0% | 0.23% | -15.7% |
| Q2 2018 | $390,000 | +8.9% | 6,485 | +12.3% | 0.27% | +3.8% |
| Q1 2018 | $358,000 | – | 5,776 | – | 0.26% | – |
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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% |