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 | $150,815 | -4.2% | 2,514 | 0.0% | 0.04% | -4.3% |
| Q2 2023 | $157,427 | +1.1% | 2,514 | 0.0% | 0.05% | -4.1% |
| Q1 2023 | $155,742 | +7.0% | 2,514 | 0.0% | 0.05% | -10.9% |
| Q4 2022 | $145,510 | -47.5% | 2,514 | -53.9% | 0.06% | -51.8% |
| Q3 2022 | $277,000 | -32.3% | 5,449 | -24.0% | 0.11% | -34.9% |
| Q2 2022 | $409,000 | -14.4% | 7,174 | 0.0% | 0.18% | +6.1% |
| Q1 2022 | $478,000 | -11.3% | 7,174 | -5.7% | 0.16% | -13.2% |
| Q4 2021 | $539,000 | -0.2% | 7,604 | 0.0% | 0.19% | -12.4% |
| Q3 2021 | $540,000 | -3.1% | 7,604 | 0.0% | 0.22% | -8.1% |
| Q2 2021 | $557,000 | +4.3% | 7,604 | 0.0% | 0.24% | -9.2% |
| Q1 2021 | $534,000 | -23.8% | 7,604 | -27.1% | 0.26% | -38.2% |
| Q4 2020 | $701,000 | – | 10,437 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |