ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $826,520 | -2.9% | 13,778 | +1.3% | 0.07% | -4.1% |
Q2 2023 | $851,356 | -1.4% | 13,596 | -2.4% | 0.07% | -8.8% |
Q1 2023 | $863,382 | +5.6% | 13,937 | -1.4% | 0.08% | -4.8% |
Q4 2022 | $817,829 | -43.8% | 14,129 | -50.5% | 0.08% | +1.2% |
Q3 2022 | $1,456,000 | -12.8% | 28,572 | -2.4% | 0.08% | -13.5% |
Q2 2022 | $1,669,000 | +2.0% | 29,271 | +19.1% | 0.10% | +21.5% |
Q1 2022 | $1,636,000 | +88.9% | 24,581 | +101.3% | 0.08% | -7.1% |
Q4 2021 | $866,000 | +13.8% | 12,210 | +17.7% | 0.08% | +9.0% |
Q2 2021 | $761,000 | +22.7% | 10,373 | +17.6% | 0.08% | -6.0% |
Q1 2021 | $620,000 | +20.9% | 8,817 | +15.5% | 0.08% | +10.7% |
Q4 2020 | $513,000 | +22.7% | 7,631 | +6.7% | 0.08% | +10.3% |
Q3 2020 | $418,000 | -2.3% | 7,153 | -8.8% | 0.07% | -12.8% |
Q2 2020 | $428,000 | +16.9% | 7,844 | +0.8% | 0.08% | -7.1% |
Q1 2020 | $366,000 | -49.2% | 7,780 | -33.1% | 0.08% | -22.9% |
Q4 2019 | $720,000 | +7.5% | 11,628 | +0.4% | 0.11% | -21.6% |
Q3 2019 | $670,000 | -2.2% | 11,580 | -0.9% | 0.14% | +54.4% |
Q2 2019 | $685,000 | +3.3% | 11,680 | +2.2% | 0.09% | -39.2% |
Q1 2019 | $663,000 | – | 11,428 | – | 0.15% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
Brightworth | 2,614,725 | $191,659,000 | 16.38% |
KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |