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 | $3,797,214 | +6.2% | 63,297 | +10.8% | 0.26% | +1.2% |
| Q2 2023 | $3,576,918 | -4.9% | 57,121 | -5.9% | 0.25% | -12.5% |
| Q1 2023 | $3,761,507 | -6.4% | 60,718 | -12.6% | 0.29% | -26.1% |
| Q4 2022 | $4,019,736 | +53.1% | 69,449 | +34.7% | 0.39% | +42.7% |
| Q3 2022 | $2,625,000 | -68.8% | 51,569 | -65.0% | 0.27% | -65.5% |
| Q2 2022 | $8,412,000 | +489.9% | 147,514 | +588.4% | 0.79% | +561.7% |
| Q1 2022 | $1,426,000 | -21.6% | 21,430 | -16.3% | 0.12% | -21.6% |
| Q4 2021 | $1,819,000 | +23.7% | 25,614 | +23.7% | 0.15% | -7.8% |
| Q3 2021 | $1,470,000 | -3.3% | 20,711 | -0.2% | 0.17% | -9.3% |
| Q2 2021 | $1,520,000 | +14.1% | 20,746 | +9.4% | 0.18% | -14.1% |
| Q1 2021 | $1,332,000 | +313.7% | 18,966 | +294.6% | 0.21% | +217.9% |
| Q4 2020 | $322,000 | +8.8% | 4,806 | -5.6% | 0.07% | -8.2% |
| Q3 2020 | $296,000 | +12.1% | 5,090 | +5.1% | 0.07% | -3.9% |
| Q2 2020 | $264,000 | – | 4,844 | – | 0.08% | – |
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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% |