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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |