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 | $847,119 | -38.4% | 14,121 | -35.7% | 0.28% | +4.1% |
| Q2 2023 | $1,376,137 | -3.8% | 21,976 | -4.8% | 0.27% | -7.9% |
| Q1 2023 | $1,430,549 | -5.7% | 23,092 | -11.9% | 0.29% | -10.2% |
| Q4 2022 | $1,516,745 | +14.8% | 26,205 | +1.0% | 0.32% | +5.2% |
| Q3 2022 | $1,321,000 | -11.1% | 25,933 | -0.5% | 0.31% | +2.0% |
| Q2 2022 | $1,486,000 | -15.0% | 26,052 | -0.8% | 0.30% | +3.8% |
| Q1 2022 | $1,749,000 | -3.7% | 26,273 | +2.6% | 0.29% | +0.7% |
| Q4 2021 | $1,816,000 | +3.2% | 25,601 | +3.3% | 0.29% | -35.7% |
| Q3 2021 | $1,760,000 | +1.6% | 24,794 | +5.0% | 0.45% | +0.9% |
| Q2 2021 | $1,732,000 | +12.7% | 23,624 | +8.0% | 0.45% | -14.9% |
| Q1 2021 | $1,537,000 | +51.6% | 21,875 | +45.0% | 0.52% | +145.3% |
| Q4 2020 | $1,014,000 | – | 15,089 | – | 0.21% | – |
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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% |