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 | $7,411,419 | -6.2% | 124,771 | -0.8% | 1.91% | -2.8% |
| Q2 2023 | $7,901,148 | -0.3% | 125,774 | +0.1% | 1.96% | -5.7% |
| Q1 2023 | $7,924,097 | -1.1% | 125,600 | -1.3% | 2.08% | -3.9% |
| Q4 2022 | $8,015,117 | +21.0% | 127,204 | +2.7% | 2.16% | +6.2% |
| Q3 2022 | $6,623,000 | +15.9% | 123,884 | +28.2% | 2.04% | +23.0% |
| Q2 2022 | $5,713,000 | -6.8% | 96,664 | +0.2% | 1.66% | +1.7% |
| Q1 2022 | $6,128,000 | +1.6% | 96,450 | +13.3% | 1.63% | +2.9% |
| Q4 2021 | $6,029,000 | +3.0% | 85,119 | +6.4% | 1.58% | -1.7% |
| Q3 2021 | $5,853,000 | +2.3% | 80,025 | +1.4% | 1.61% | -1.8% |
| Q2 2021 | $5,720,000 | +27.7% | 78,901 | +26.7% | 1.64% | +12.3% |
| Q1 2021 | $4,481,000 | +1.3% | 62,254 | +0.5% | 1.46% | -3.2% |
| Q4 2020 | $4,424,000 | +22.6% | 61,915 | -0.9% | 1.51% | +4.0% |
| Q3 2020 | $3,608,000 | -3.4% | 62,481 | -2.4% | 1.45% | -3.8% |
| Q2 2020 | $3,734,000 | +23.4% | 64,050 | +3.0% | 1.50% | -0.5% |
| Q1 2020 | $3,026,000 | -13.1% | 62,196 | +11.8% | 1.51% | -2.5% |
| Q4 2019 | $3,484,000 | +3.3% | 55,607 | -0.0% | 1.55% | -5.9% |
| Q3 2019 | $3,374,000 | – | 55,613 | – | 1.65% | – |
Download | ||||||
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% |