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 | $1,771,310 | -14.4% | 29,527 | -10.6% | 0.21% | -10.3% |
| Q2 2023 | $2,069,323 | +3.4% | 33,046 | +2.3% | 0.23% | -0.9% |
| Q1 2023 | $2,000,641 | -0.8% | 32,294 | -7.3% | 0.23% | -6.8% |
| Q4 2022 | $2,017,204 | +8.3% | 34,851 | -4.7% | 0.25% | -0.8% |
| Q3 2022 | $1,862,000 | -23.9% | 36,576 | -14.8% | 0.25% | -19.2% |
| Q2 2022 | $2,448,000 | -13.4% | 42,927 | +1.1% | 0.31% | -3.1% |
| Q1 2022 | $2,828,000 | +3.1% | 42,465 | +9.5% | 0.32% | +7.7% |
| Q4 2021 | $2,743,000 | +22.7% | 38,786 | +24.0% | 0.30% | +15.4% |
| Q3 2021 | $2,236,000 | -1.4% | 31,270 | +1.1% | 0.26% | -1.9% |
| Q2 2021 | $2,267,000 | +7.0% | 30,932 | +2.6% | 0.26% | -15.1% |
| Q1 2021 | $2,119,000 | -3.2% | 30,154 | -7.4% | 0.31% | -6.6% |
| Q4 2020 | $2,188,000 | -1.0% | 32,571 | -14.1% | 0.33% | -9.5% |
| Q3 2020 | $2,210,000 | +1.8% | 37,896 | -4.9% | 0.37% | -4.4% |
| Q2 2020 | $2,171,000 | +63.4% | 39,837 | +40.4% | 0.39% | +40.9% |
| Q1 2020 | $1,329,000 | +1.5% | 28,368 | +34.1% | 0.27% | +15.1% |
| Q4 2019 | $1,309,000 | +10.8% | 21,151 | +3.4% | 0.24% | +6.2% |
| Q3 2019 | $1,181,000 | -22.4% | 20,461 | -21.2% | 0.22% | -26.3% |
| Q2 2019 | $1,522,000 | +3.1% | 25,969 | +2.1% | 0.30% | -1.3% |
| Q1 2019 | $1,476,000 | +14.2% | 25,427 | +2.9% | 0.31% | +6.2% |
| Q4 2018 | $1,292,000 | – | 24,699 | – | 0.29% | – |
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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% |