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 | $25,543,802 | +1.4% | 425,801 | +5.8% | 9.61% | +3.3% |
| Q2 2023 | $25,191,087 | +3.0% | 402,285 | +1.9% | 9.30% | -1.5% |
| Q1 2023 | $24,458,851 | +13.1% | 394,816 | +5.7% | 9.44% | +4.4% |
| Q4 2022 | $21,626,688 | +20.5% | 373,647 | +6.0% | 9.05% | +10.4% |
| Q3 2022 | $17,954,000 | +4.5% | 352,583 | +17.0% | 8.20% | +8.6% |
| Q2 2022 | $17,183,000 | -19.6% | 301,303 | -6.1% | 7.55% | -9.9% |
| Q1 2022 | $21,359,000 | +2.7% | 320,795 | +9.4% | 8.38% | +5.6% |
| Q4 2021 | $20,794,000 | +0.9% | 293,120 | +1.0% | 7.94% | -13.7% |
| Q3 2021 | $20,601,000 | +2.6% | 290,154 | +5.3% | 9.20% | +0.2% |
| Q2 2021 | $20,080,000 | +11.2% | 275,517 | +7.2% | 9.18% | -0.3% |
| Q1 2021 | $18,063,000 | +5.4% | 257,014 | +0.7% | 9.21% | +0.4% |
| Q4 2020 | $17,142,000 | +14.0% | 255,134 | +0.8% | 9.17% | +4.7% |
| Q3 2020 | $15,040,000 | +9.9% | 253,023 | +4.1% | 8.75% | -0.0% |
| Q2 2020 | $13,683,000 | +137.8% | 243,041 | +98.6% | 8.76% | +97.9% |
| Q1 2020 | $5,754,000 | -56.8% | 122,395 | -43.1% | 4.42% | -53.4% |
| Q4 2019 | $13,334,000 | – | 215,173 | – | 9.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |