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 2022 | $14,000 | -6.7% | 271 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $15,000 | -42.3% | 271 | -31.2% | 0.01% | -27.3% |
| Q1 2022 | $26,000 | -16.1% | 394 | -9.0% | 0.01% | -15.4% |
| Q4 2021 | $31,000 | +3.3% | 433 | +0.9% | 0.01% | -23.5% |
| Q3 2021 | $30,000 | -6.2% | 429 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $32,000 | +6.7% | 429 | +0.5% | 0.02% | -5.3% |
| Q1 2021 | $30,000 | -34.8% | 427 | -37.5% | 0.02% | -47.2% |
| Q4 2020 | $46,000 | +666.7% | 683 | +504.4% | 0.04% | +500.0% |
| Q3 2020 | $6,000 | – | 113 | – | 0.01% | – |
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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% |