ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,042,906 | -4.5% | 34,054 | -0.3% | 0.83% | +1.3% |
| Q2 2023 | $2,138,664 | +3.9% | 34,153 | +2.8% | 0.82% | -1.1% |
| Q1 2023 | $2,057,845 | +6.8% | 33,216 | -0.2% | 0.83% | +1.7% |
| Q4 2022 | $1,926,584 | +0.8% | 33,284 | -11.4% | 0.82% | -6.4% |
| Q3 2022 | $1,911,000 | -10.8% | 37,546 | -0.1% | 0.87% | -5.7% |
| Q2 2022 | $2,143,000 | -13.2% | 37,588 | +1.3% | 0.92% | -1.1% |
| Q1 2022 | $2,470,000 | -3.5% | 37,108 | +2.8% | 0.94% | +0.8% |
| Q4 2021 | $2,560,000 | +3.1% | 36,092 | +3.2% | 0.93% | +2.4% |
| Q3 2021 | $2,483,000 | -3.2% | 34,972 | -0.1% | 0.91% | -9.0% |
| Q2 2021 | $2,565,000 | +5.2% | 35,006 | +0.9% | 1.00% | -1.5% |
| Q1 2021 | $2,438,000 | +1.4% | 34,698 | -3.0% | 1.01% | -8.5% |
| Q4 2020 | $2,404,000 | +34.5% | 35,783 | +16.8% | 1.10% | +12.2% |
| Q3 2020 | $1,787,000 | +6.9% | 30,640 | -0.1% | 0.98% | +6.0% |
| Q2 2020 | $1,672,000 | +7.7% | 30,685 | -7.1% | 0.93% | -8.0% |
| Q1 2020 | $1,553,000 | -24.2% | 33,044 | -0.3% | 1.01% | +0.9% |
| Q4 2019 | $2,050,000 | +8.6% | 33,133 | +1.3% | 1.00% | -3.2% |
| Q3 2019 | $1,888,000 | -1.7% | 32,701 | -0.1% | 1.03% | -4.8% |
| Q2 2019 | $1,920,000 | +2.4% | 32,742 | +1.4% | 1.09% | -1.8% |
| Q1 2019 | $1,875,000 | +12.7% | 32,305 | +152.1% | 1.11% | +2.4% |
| Q4 2018 | $1,663,000 | – | 12,814 | – | 1.08% | – |
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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% |