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 | $348,209 | -15.3% | 5,804 | -11.6% | 0.05% | -10.9% |
| Q2 2023 | $411,017 | +3.1% | 6,564 | +2.0% | 0.06% | -5.2% |
| Q1 2023 | $398,818 | +6.9% | 6,438 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $373,000 | +19.2% | 6,438 | +4.8% | 0.06% | +13.5% |
| Q3 2022 | $313,000 | -33.1% | 6,141 | -25.2% | 0.05% | -13.3% |
| Q2 2022 | $468,000 | -14.3% | 8,210 | +0.2% | 0.06% | -25.0% |
| Q1 2022 | $546,000 | -10.9% | 8,194 | -5.2% | 0.08% | -8.0% |
| Q4 2021 | $613,000 | -4.7% | 8,642 | -4.5% | 0.09% | -12.1% |
| Q3 2021 | $643,000 | -18.3% | 9,052 | -15.6% | 0.10% | -22.0% |
| Q2 2021 | $787,000 | +2.3% | 10,731 | -1.9% | 0.13% | -7.3% |
| Q1 2021 | $769,000 | +230.0% | 10,942 | +215.2% | 0.14% | +185.4% |
| Q4 2020 | $233,000 | – | 3,471 | – | 0.05% | – |
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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% |