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 | $1,530,145 | +9.1% | 25,507 | +13.9% | 0.10% | +16.5% |
| Q2 2023 | $1,402,365 | +48.2% | 22,395 | +46.6% | 0.08% | +39.3% |
| Q1 2023 | $946,164 | +21.2% | 15,273 | +13.3% | 0.06% | +10.9% |
| Q4 2022 | $780,456 | +131956.9% | 13,484 | +16.1% | 0.06% | +19.6% |
| Q3 2022 | $591 | -3.9% | 11,610 | +7.6% | 0.05% | -6.1% |
| Q2 2022 | $615 | -9.8% | 10,790 | +5.4% | 0.05% | +6.5% |
| Q1 2022 | $682 | -16.4% | 10,240 | -11.0% | 0.05% | -27.0% |
| Q4 2021 | $816 | +11.0% | 11,505 | +11.2% | 0.06% | -12.5% |
| Q3 2021 | $735 | -3.0% | 10,350 | +0.0% | 0.07% | -20.0% |
| Q2 2021 | $758 | -4.4% | 10,346 | -8.3% | 0.09% | -26.8% |
| Q1 2021 | $793 | +2.6% | 11,278 | -2.0% | 0.12% | -20.1% |
| Q4 2020 | $773 | +3.8% | 11,505 | -9.9% | 0.15% | -13.5% |
| Q3 2020 | $745 | -99.9% | 12,776 | -4.4% | 0.18% | -3.8% |
| Q2 2020 | $729,000 | +2.4% | 13,364 | -11.7% | 0.18% | +0.5% |
| Q1 2020 | $712,000 | -15.1% | 15,136 | +11.7% | 0.18% | -10.7% |
| Q4 2019 | $839,000 | +5.0% | 13,556 | -2.0% | 0.21% | +1.5% |
| Q3 2019 | $799,000 | -5.7% | 13,828 | -4.3% | 0.20% | -21.3% |
| Q2 2019 | $847,000 | -12.6% | 14,445 | -13.4% | 0.26% | -27.5% |
| Q1 2019 | $969,000 | -10.0% | 16,686 | -18.6% | 0.36% | -43.2% |
| Q4 2018 | $1,077,000 | – | 20,497 | – | 0.63% | – |
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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% |