ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,397,905 | -3.8% | 73,311 | +0.4% | 0.32% | -2.4% |
| Q2 2023 | $4,570,261 | +26.4% | 72,984 | +25.1% | 0.33% | +5.4% |
| Q1 2023 | $3,615,379 | +12.4% | 58,360 | +5.1% | 0.32% | +4.6% |
| Q4 2022 | $3,215,377 | -99.9% | 55,552 | +0.3% | 0.30% | +13.1% |
| Q3 2022 | $2,819,906,000 | +8.3% | 55,379 | +21.3% | 0.27% | +9.4% |
| Q2 2022 | $2,603,353,000 | -10.8% | 45,649 | +4.2% | 0.24% | +7.0% |
| Q1 2022 | $2,917,700,000 | -4.0% | 43,822 | +2.4% | 0.23% | -1.7% |
| Q4 2021 | $3,040,043,000 | -3.6% | 42,802 | -3.6% | 0.23% | -14.4% |
| Q3 2021 | $3,153,499,000 | -17.6% | 44,415 | -14.9% | 0.27% | -28.5% |
| Q2 2021 | $3,826,765,000 | +34.9% | 52,207 | +29.4% | 0.38% | +1.3% |
| Q1 2021 | $2,835,790,000 | +32.6% | 40,350 | +26.8% | 0.37% | +24.3% |
| Q4 2020 | $2,138,744,000 | +69.9% | 31,831 | +47.5% | 0.30% | +44.7% |
| Q3 2020 | $1,258,886,000 | +15.5% | 21,578 | +8.0% | 0.21% | +7.8% |
| Q2 2020 | $1,089,600,000 | +16.0% | 19,985 | +0.0% | 0.19% | -6.3% |
| Q1 2020 | $939,466,000 | +14.7% | 19,984 | +51.0% | 0.21% | +48.2% |
| Q4 2019 | $819,046,000 | +99.8% | 13,232 | +436.8% | 0.14% | +101.4% |
| Q3 2019 | $409,880,000 | -47.7% | 2,465 | -81.5% | 0.07% | -47.7% |
| Q2 2019 | $783,409,000 | +2.7% | 13,360 | +1.7% | 0.13% | +0.8% |
| Q1 2019 | $762,575,000 | -27.6% | 13,132 | -34.5% | 0.13% | -36.1% |
| Q4 2018 | $1,053,962,000 | – | 20,064 | – | 0.20% | – |
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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% |