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 | $24,658,717 | -2.2% | 411,047 | +2.0% | 3.61% | -2.6% |
| Q2 2023 | $25,223,783 | +0.4% | 402,807 | -0.7% | 3.70% | -5.7% |
| Q1 2023 | $25,128,276 | +7.4% | 405,622 | +0.3% | 3.93% | +0.3% |
| Q4 2022 | $23,400,877 | -0.4% | 404,300 | -12.4% | 3.92% | -13.9% |
| Q3 2022 | $23,502,000 | -49.0% | 461,542 | -42.9% | 4.55% | -51.5% |
| Q2 2022 | $46,086,000 | -14.6% | 808,097 | -0.3% | 9.39% | +8.4% |
| Q1 2022 | $53,962,000 | -2.7% | 810,486 | +3.7% | 8.66% | -1.4% |
| Q4 2021 | $55,431,000 | +2.4% | 781,373 | +2.5% | 8.79% | -4.7% |
| Q3 2021 | $54,139,000 | +0.6% | 762,528 | +3.9% | 9.22% | +12.8% |
| Q2 2021 | $53,812,000 | +7.7% | 734,139 | +3.3% | 8.17% | -20.3% |
| Q1 2021 | $49,942,000 | +8.8% | 710,620 | +4.0% | 10.25% | -2.4% |
| Q4 2020 | $45,902,000 | +18.6% | 683,170 | +3.0% | 10.50% | +0.1% |
| Q3 2020 | $38,692,000 | – | 663,215 | – | 10.49% | – |
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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% |