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 | $3,097,906 | -1.8% | 51,640 | +2.5% | 1.86% | +1.6% |
| Q2 2023 | $3,153,560 | +5.3% | 50,360 | +4.1% | 1.83% | +0.4% |
| Q1 2023 | $2,995,603 | +4.9% | 48,355 | -2.0% | 1.82% | +4.6% |
| Q4 2022 | $2,856,784 | +13.7% | 49,357 | +0.1% | 1.74% | -0.7% |
| Q3 2022 | $2,512,000 | -11.8% | 49,326 | -1.3% | 1.75% | -7.7% |
| Q2 2022 | $2,849,000 | -13.1% | 49,955 | +1.4% | 1.90% | -2.6% |
| Q1 2022 | $3,279,000 | -7.4% | 49,244 | -1.3% | 1.95% | -0.6% |
| Q4 2021 | $3,541,000 | +0.7% | 49,912 | +0.8% | 1.96% | -8.0% |
| Q3 2021 | $3,517,000 | -1.6% | 49,537 | +1.6% | 2.13% | -0.9% |
| Q2 2021 | $3,575,000 | +6.7% | 48,776 | +2.3% | 2.15% | -0.2% |
| Q1 2021 | $3,351,000 | +5.1% | 47,677 | +0.4% | 2.16% | -1.1% |
| Q4 2020 | $3,189,000 | +16.1% | 47,466 | +0.8% | 2.18% | +1.8% |
| Q3 2020 | $2,747,000 | +8.1% | 47,086 | +1.0% | 2.14% | +0.1% |
| Q2 2020 | $2,541,000 | +17.2% | 46,610 | +1.0% | 2.14% | -2.9% |
| Q1 2020 | $2,169,000 | -31.6% | 46,129 | -9.9% | 2.20% | -14.0% |
| Q4 2019 | $3,170,000 | +5.9% | 51,207 | -1.2% | 2.56% | -1.2% |
| Q3 2019 | $2,992,000 | – | 51,806 | – | 2.59% | – |
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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% |