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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,179 | +59.0% | 7,121 | +66.0% | 0.21% | +85.0% |
| Q2 2023 | $268,692 | +2.6% | 4,291 | +1.6% | 0.11% | -2.6% |
| Q1 2023 | $261,763 | -52.6% | 4,225 | -49.0% | 0.12% | -52.8% |
| Q1 2022 | $552,000 | -6.4% | 8,292 | -0.4% | 0.25% | -10.9% |
| Q4 2021 | $590,000 | -0.3% | 8,322 | -0.1% | 0.28% | -15.3% |
| Q3 2021 | $592,000 | -9.2% | 8,333 | -6.3% | 0.33% | -14.9% |
| Q2 2021 | $652,000 | +9.0% | 8,889 | +4.4% | 0.38% | -6.4% |
| Q1 2021 | $598,000 | +4.5% | 8,512 | 0.0% | 0.41% | -3.8% |
| Q4 2020 | $572,000 | +15.1% | 8,512 | 0.0% | 0.42% | -7.6% |
| Q3 2020 | $497,000 | +6.0% | 8,512 | -1.0% | 0.46% | +2.2% |
| Q2 2020 | $469,000 | – | 8,595 | – | 0.45% | – |
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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% |