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 | $9,037,314 | -5.2% | 152,554 | +0.2% | 4.03% | -1.4% |
| Q2 2023 | $9,533,150 | +3.5% | 152,238 | +2.4% | 4.09% | -12.3% |
| Q1 2023 | $9,210,891 | +68.3% | 148,683 | +57.2% | 4.66% | +51.4% |
| Q4 2022 | $5,474,110 | +142.0% | 94,577 | +138.5% | 3.08% | +138.9% |
| Q2 2022 | $2,262,000 | +634.4% | 39,658 | +757.1% | 1.29% | +770.3% |
| Q1 2022 | $308,000 | -5.5% | 4,627 | +0.6% | 0.15% | +1.4% |
| Q4 2021 | $326,000 | +6.2% | 4,598 | +9.4% | 0.15% | +0.7% |
| Q3 2021 | $307,000 | +5.5% | 4,202 | +5.7% | 0.14% | -5.2% |
| Q2 2021 | $291,000 | +7.0% | 3,976 | +2.8% | 0.15% | -3.2% |
| Q1 2021 | $272,000 | +17.7% | 3,869 | +16.5% | 0.16% | +16.2% |
| Q4 2020 | $231,000 | – | 3,321 | – | 0.14% | – |
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% |