ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,387 | -1.9% | 3,357 | +2.4% | 0.02% | +5.9% |
| Q2 2023 | $205,206 | +1.1% | 3,277 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $203,011 | -2.2% | 3,277 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $207,532 | -40.4% | 3,277 | -37.3% | 0.02% | -40.0% |
| Q1 2022 | $348,000 | +1.2% | 5,230 | +7.8% | 0.03% | +3.4% |
| Q4 2021 | $344,000 | -1.1% | 4,853 | -1.2% | 0.03% | -6.5% |
| Q3 2021 | $348,000 | -2.2% | 4,910 | +1.0% | 0.03% | -6.1% |
| Q2 2021 | $356,000 | -99.7% | 4,861 | +101.1% | 0.03% | +94.1% |
| Q2 2020 | $131,774,000 | +35039.7% | 2,417 | -60.2% | 0.02% | -64.6% |
| Q4 2019 | $375,000 | +8.7% | 6,070 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $345,000 | -3.6% | 6,070 | -0.7% | 0.05% | -4.0% |
| Q2 2019 | $358,000 | +1.1% | 6,113 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $354,000 | – | 6,113 | – | 0.05% | – |
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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% |