ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $15,780 | +5.3% | 252 | +4.1% | 0.00% | 0.0% |
Q1 2023 | $14,992 | +25.3% | 242 | +3.0% | 0.00% | 0.0% |
Q4 2022 | $11,966 | -0.3% | 235 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $12,000 | +20.0% | 235 | +40.7% | 0.00% | 0.0% |
Q2 2022 | $10,000 | -9.1% | 167 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $11,000 | -8.3% | 167 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $12,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $12,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $12,000 | -64.7% | 167 | -65.6% | 0.00% | -66.7% |
Q1 2021 | $34,000 | +61.9% | 485 | +52.5% | 0.01% | +50.0% |
Q4 2020 | $21,000 | +10.5% | 318 | +1.0% | 0.01% | 0.0% |
Q3 2020 | $19,000 | +5.6% | 315 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $18,000 | +28.6% | 315 | +1.0% | 0.01% | +50.0% |
Q1 2020 | $14,000 | -26.3% | 312 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $19,000 | +5.6% | 312 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $18,000 | 0.0% | 312 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $18,000 | – | 312 | – | 0.01% | – |
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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% |