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 | $265,666 | 0.0% | 4,243 | 0.0% | 0.06% | +5.2% |
| Q2 2023 | $265,666 | -13.0% | 4,243 | -13.9% | 0.06% | -21.6% |
| Q1 2023 | $305,200 | +7.0% | 4,927 | 0.0% | 0.07% | +5.7% |
| Q4 2022 | $285,149 | +11.4% | 4,927 | -1.9% | 0.07% | +4.5% |
| Q3 2022 | $256,000 | -11.7% | 5,023 | -1.4% | 0.07% | -5.6% |
| Q2 2022 | $290,000 | -15.7% | 5,093 | -1.3% | 0.07% | +2.9% |
| Q1 2022 | $344,000 | -7.5% | 5,162 | -1.6% | 0.07% | -15.9% |
| Q4 2021 | $372,000 | 0.0% | 5,246 | +0.2% | 0.08% | -6.8% |
| Q3 2021 | $372,000 | +18.1% | 5,237 | +21.9% | 0.09% | +17.3% |
| Q2 2021 | $315,000 | +262.1% | 4,295 | +195.2% | 0.08% | +212.5% |
| Q4 2019 | $87,000 | +1.2% | 1,455 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $86,000 | 0.0% | 1,455 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $86,000 | 0.0% | 1,455 | 0.0% | 0.02% | -38.5% |
| Q1 2019 | $86,000 | – | 1,455 | – | 0.04% | – |
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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% |