ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 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% |