ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,079 | -30.1% | 4,102 | -27.0% | 0.06% | -23.8% |
| Q2 2023 | $351,987 | +36.0% | 5,621 | +34.5% | 0.08% | +27.3% |
| Q1 2023 | $258,889 | -20.7% | 4,179 | -25.9% | 0.07% | -28.3% |
| Q4 2022 | $326,270 | +57.1% | 5,637 | +38.2% | 0.09% | +37.3% |
| Q3 2022 | $207,703 | -16.9% | 4,079 | -7.0% | 0.07% | -14.1% |
| Q2 2022 | $250,000 | -27.7% | 4,388 | -15.5% | 0.08% | -13.3% |
| Q1 2022 | $346,000 | +11.3% | 5,191 | +18.3% | 0.09% | +12.5% |
| Q4 2021 | $311,000 | 0.0% | 4,387 | +0.2% | 0.08% | -14.0% |
| Q3 2021 | $311,000 | +4.7% | 4,380 | +8.2% | 0.09% | +8.1% |
| Q2 2021 | $297,000 | – | 4,049 | – | 0.09% | – |
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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% |