ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,127 | -16.4% | 35,462 | -12.7% | 0.56% | -84.1% |
| Q2 2023 | $2,543 | +0.4% | 40,613 | -0.6% | 3.51% | +533.2% |
| Q1 2023 | $2,532 | +6.6% | 40,878 | -0.4% | 0.55% | -3.0% |
| Q4 2022 | $2,375 | -99.9% | 41,038 | +10.3% | 0.57% | +9.8% |
| Q3 2022 | $1,895,000 | -4.2% | 37,210 | +7.2% | 0.52% | -3.7% |
| Q2 2022 | $1,979,000 | -2.0% | 34,695 | -39.1% | 0.54% | +4.9% |
| Q1 2022 | $2,019,000 | +33.0% | 57,015 | +19.7% | 0.52% | +26.5% |
| Q4 2021 | $1,518,000 | +10.6% | 47,649 | +146.5% | 0.41% | -86.4% |
| Q3 2021 | $1,373,000 | -1.2% | 19,332 | +2.0% | 3.00% | +527.8% |
| Q2 2021 | $1,389,000 | +8.5% | 18,945 | +5.3% | 0.48% | +2.1% |
| Q1 2021 | $1,280,000 | +10.9% | 17,984 | +4.7% | 0.47% | -10.0% |
| Q4 2020 | $1,154,000 | +30.5% | 17,180 | +13.3% | 0.52% | +10.6% |
| Q3 2020 | $884,000 | +7.3% | 15,158 | +0.3% | 0.47% | -1.9% |
| Q2 2020 | $824,000 | +31.8% | 15,115 | +13.8% | 0.48% | +10.6% |
| Q1 2020 | $625,000 | -9.9% | 13,287 | +18.5% | 0.43% | +3.1% |
| Q4 2019 | $694,000 | – | 11,217 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |