ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 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% | – |
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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% |