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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -2.4% | 3,093 | +4.0% | 0.05% | -8.0% |
| Q3 2021 | $211,000 | -86.4% | 2,975 | -86.0% | 0.05% | -86.8% |
| Q2 2021 | $1,556,000 | +26.0% | 21,222 | +20.8% | 0.38% | +20.3% |
| Q1 2021 | $1,235,000 | +3.0% | 17,569 | -1.6% | 0.32% | -7.1% |
| Q4 2020 | $1,199,000 | +26.1% | 17,849 | +9.5% | 0.34% | +8.7% |
| Q3 2020 | $951,000 | +9.6% | 16,304 | +2.4% | 0.31% | +1.6% |
| Q2 2020 | $868,000 | +22.6% | 15,915 | +5.7% | 0.31% | 0.0% |
| Q1 2020 | $708,000 | -24.9% | 15,063 | -1.1% | 0.31% | -0.3% |
| Q4 2019 | $943,000 | +4.1% | 15,232 | -2.9% | 0.31% | -4.0% |
| Q3 2019 | $906,000 | +8.6% | 15,681 | +10.2% | 0.32% | +5.6% |
| Q2 2019 | $834,000 | +4.2% | 14,226 | +3.2% | 0.30% | +1.7% |
| Q1 2019 | $800,000 | +13.2% | 13,783 | +2.4% | 0.30% | +1.4% |
| Q4 2018 | $707,000 | – | 13,460 | – | 0.30% | – |
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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% |