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 | $233,352 | -22.3% | 3,890 | -18.9% | 0.16% | -19.9% |
| Q2 2023 | $300,441 | +2.9% | 4,798 | +1.8% | 0.20% | -3.0% |
| Q1 2023 | $291,993 | -2.8% | 4,713 | -9.2% | 0.20% | -8.6% |
| Q4 2022 | $300,418 | -44.7% | 5,190 | -51.3% | 0.22% | -47.5% |
| Q3 2022 | $543,000 | -13.4% | 10,659 | -3.0% | 0.42% | -9.5% |
| Q2 2022 | $627,000 | -25.2% | 10,991 | -12.7% | 0.46% | -13.2% |
| Q1 2022 | $838,000 | -5.3% | 12,587 | +0.9% | 0.54% | -3.1% |
| Q4 2021 | $885,000 | +13.0% | 12,476 | +13.1% | 0.55% | +1.1% |
| Q3 2021 | $783,000 | +5.2% | 11,030 | +8.7% | 0.55% | +8.1% |
| Q2 2021 | $744,000 | +15.9% | 10,150 | +11.2% | 0.51% | +3.9% |
| Q1 2021 | $642,000 | +7.2% | 9,130 | +2.4% | 0.49% | -1.0% |
| Q4 2020 | $599,000 | +18.6% | 8,913 | +2.9% | 0.49% | +2.1% |
| Q3 2020 | $505,000 | +34.0% | 8,664 | +25.4% | 0.48% | +24.5% |
| Q2 2020 | $377,000 | +37.1% | 6,908 | +17.9% | 0.39% | +9.9% |
| Q1 2020 | $275,000 | -14.1% | 5,857 | +12.8% | 0.35% | +15.8% |
| Q4 2019 | $320,000 | +23.1% | 5,193 | +14.5% | 0.30% | +38.2% |
| Q3 2019 | $260,000 | +19.8% | 4,534 | +22.0% | 0.22% | +16.4% |
| Q2 2019 | $217,000 | +88.7% | 3,716 | +87.4% | 0.19% | +81.7% |
| Q1 2019 | $115,000 | +538.9% | 1,983 | +523.6% | 0.10% | +477.8% |
| Q4 2018 | $18,000 | +28.6% | 318 | +36.5% | 0.02% | +50.0% |
| Q3 2018 | $14,000 | +55.6% | 233 | +59.6% | 0.01% | +50.0% |
| Q2 2018 | $9,000 | – | 146 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |