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 | $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. | 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% |