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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $289,000 | -38.1% | 5,070 | -27.7% | 0.21% | -29.2% |
| Q1 2022 | $467,000 | -26.7% | 7,008 | -21.9% | 0.30% | -24.4% |
| Q4 2021 | $637,000 | -27.9% | 8,976 | -27.9% | 0.39% | -35.0% |
| Q3 2021 | $884,000 | -4.3% | 12,447 | -1.2% | 0.61% | -15.5% |
| Q2 2021 | $924,000 | +61.5% | 12,599 | +54.9% | 0.72% | +38.4% |
| Q1 2021 | $572,000 | +45.2% | 8,136 | +38.8% | 0.52% | +45.1% |
| Q4 2020 | $394,000 | +12.6% | 5,862 | -2.2% | 0.36% | -1.4% |
| Q3 2020 | $350,000 | +7.7% | 5,996 | +0.5% | 0.36% | -6.9% |
| Q2 2020 | $325,000 | +11.7% | 5,967 | -3.5% | 0.39% | +1.0% |
| Q1 2020 | $291,000 | -75.5% | 6,182 | +14276.7% | 0.38% | -57.6% |
| Q4 2019 | $1,187,000 | – | 43 | – | 0.91% | – |
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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% |