ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 369 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,392,788 | -2.8% | 23,217 | +1.4% | 1.08% | +4.4% |
Q2 2023 | $1,433,434 | +6.8% | 22,891 | +5.7% | 1.03% | +2.7% |
Q1 2023 | $1,341,589 | +9.4% | 21,656 | +2.2% | 1.01% | +0.3% |
Q4 2022 | $1,226,419 | +14.1% | 21,189 | +0.3% | 1.00% | +4.6% |
Q3 2022 | $1,075,000 | -10.7% | 21,119 | 0.0% | 0.96% | -4.0% |
Q2 2022 | $1,204,000 | -14.4% | 21,119 | 0.0% | 1.00% | +1.5% |
Q1 2022 | $1,406,000 | -6.1% | 21,119 | 0.0% | 0.98% | -1.0% |
Q4 2021 | $1,498,000 | -0.1% | 21,119 | 0.0% | 0.99% | -8.7% |
Q3 2021 | $1,499,000 | -1.9% | 21,119 | +1.3% | 1.09% | -1.1% |
Q2 2021 | $1,528,000 | +4.9% | 20,844 | +0.5% | 1.10% | -2.7% |
Q1 2021 | $1,457,000 | +4.6% | 20,735 | 0.0% | 1.13% | +1.0% |
Q4 2020 | $1,393,000 | +15.7% | 20,735 | +0.5% | 1.12% | +2.7% |
Q3 2020 | $1,204,000 | +7.4% | 20,635 | +0.3% | 1.09% | -1.6% |
Q2 2020 | $1,121,000 | +17.9% | 20,565 | +1.6% | 1.11% | -4.5% |
Q1 2020 | $951,000 | -26.3% | 20,235 | -3.0% | 1.16% | -1.8% |
Q4 2019 | $1,291,000 | +8.1% | 20,860 | +0.9% | 1.18% | +0.1% |
Q3 2019 | $1,194,000 | +3.1% | 20,670 | +4.7% | 1.18% | +1.7% |
Q2 2019 | $1,158,000 | +6.2% | 19,740 | +5.2% | 1.16% | +2.3% |
Q1 2019 | $1,090,000 | +24.0% | 18,765 | +12.2% | 1.14% | +4.7% |
Q4 2018 | $879,000 | – | 16,729 | – | 1.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
Brightworth | 2,614,725 | $191,659,000 | 16.38% |
KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |