ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,298 | +211.3% | 455 | +225.0% | 0.01% | +200.0% |
| Q2 2023 | $8,770 | +2.0% | 140 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $8,600 | +88.5% | 139 | +75.9% | 0.00% | +100.0% |
| Q4 2022 | $4,562 | -74.7% | 79 | -78.1% | 0.00% | -77.8% |
| Q3 2022 | $18,000 | -68.4% | 361 | -64.0% | 0.01% | -67.9% |
| Q2 2022 | $57,000 | -16.2% | 1,004 | -1.3% | 0.03% | 0.0% |
| Q1 2022 | $68,000 | -11.7% | 1,017 | -6.1% | 0.03% | -9.7% |
| Q4 2021 | $77,000 | +1.3% | 1,083 | +1.0% | 0.03% | -11.4% |
| Q3 2021 | $76,000 | -84.0% | 1,072 | -86.0% | 0.04% | -88.5% |
| Q4 2019 | $475,000 | – | 7,676 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |