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 | $1,539,298 | +75.3% | 25,659 | +83.0% | 0.30% | +81.2% |
| Q2 2023 | $878,135 | +117.2% | 14,023 | +114.9% | 0.16% | +101.2% |
| Q1 2023 | $404,224 | +45.9% | 6,525 | +19.9% | 0.08% | +15.5% |
| Q3 2022 | $277,000 | -91.0% | 5,443 | -89.9% | 0.07% | -91.0% |
| Q2 2022 | $3,088,000 | +193.8% | 54,149 | +243.1% | 0.79% | +224.6% |
| Q1 2022 | $1,051,000 | +93.6% | 15,784 | +106.1% | 0.24% | +95.2% |
| Q4 2021 | $543,000 | – | 7,658 | – | 0.12% | – |
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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% |