ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $218,000 | -12.8% | 3,818 | +1.8% | 0.11% | -3.4% |
| Q1 2022 | $250,000 | -4.6% | 3,752 | +1.7% | 0.12% | -3.3% |
| Q4 2021 | $262,000 | -6.1% | 3,688 | -6.0% | 0.12% | -14.8% |
| Q3 2021 | $279,000 | -3.1% | 3,923 | 0.0% | 0.14% | -12.3% |
| Q2 2021 | $288,000 | +2.1% | 3,923 | -2.1% | 0.16% | -7.4% |
| Q1 2021 | $282,000 | +17.5% | 4,009 | +12.3% | 0.18% | +2.9% |
| Q4 2020 | $240,000 | -0.4% | 3,571 | -8.4% | 0.17% | -22.0% |
| Q4 2019 | $241,000 | +3.0% | 3,897 | -3.9% | 0.22% | -12.1% |
| Q3 2019 | $234,000 | -1.7% | 4,055 | 0.0% | 0.25% | -3.5% |
| Q2 2019 | $238,000 | – | 4,055 | – | 0.26% | – |
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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% |