ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,822 | -40.4% | 30,380 | -39.3% | 0.13% | +72.4% |
| Q2 2023 | $3,058 | +79.7% | 50,088 | +82.2% | 0.08% | -9.5% |
| Q1 2023 | $1,702 | +16.0% | 27,484 | +8.4% | 0.08% | +3.7% |
| Q4 2022 | $1,467 | -99.9% | 25,349 | +11.2% | 0.08% | +15.7% |
| Q3 2022 | $1,161,000 | -1.1% | 22,801 | +10.8% | 0.07% | +9.4% |
| Q2 2022 | $1,174,000 | -11.2% | 20,578 | +3.7% | 0.06% | -7.2% |
| Q1 2022 | $1,322,000 | +6.4% | 19,846 | +13.3% | 0.07% | +13.1% |
| Q4 2021 | $1,242,000 | +27.1% | 17,515 | +28.7% | 0.06% | +7.0% |
| Q3 2021 | $977,000 | +24.1% | 13,612 | +26.8% | 0.06% | +16.3% |
| Q2 2021 | $787,000 | +124.2% | 10,734 | +114.8% | 0.05% | +81.5% |
| Q1 2021 | $351,000 | – | 4,998 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |