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 | $2,252,119 | -4.9% | 37,541 | -0.7% | 2.32% | +0.2% |
| Q2 2023 | $2,368,000 | +1.1% | 37,813 | -0.0% | 2.32% | -3.8% |
| Q1 2023 | $2,343,000 | +5.7% | 37,827 | -1.2% | 2.41% | -5.5% |
| Q4 2022 | $2,217,000 | +14.0% | 38,304 | +0.3% | 2.55% | -13.0% |
| Q3 2022 | $1,945,000 | -8.7% | 38,191 | +2.3% | 2.93% | -7.8% |
| Q2 2022 | $2,130,000 | -4.4% | 37,350 | +18.9% | 3.18% | +17.1% |
| Q4 2021 | $2,229,000 | -50.1% | 31,425 | -48.4% | 2.72% | +52.3% |
| Q2 2021 | $4,468,000 | +5.4% | 60,952 | +1.0% | 1.78% | -19.9% |
| Q1 2021 | $4,240,000 | +1.7% | 60,327 | -2.8% | 2.22% | -9.7% |
| Q4 2020 | $4,170,000 | +10.7% | 62,068 | -3.9% | 2.46% | -10.9% |
| Q3 2020 | $3,768,000 | -8.7% | 64,586 | -14.7% | 2.76% | -26.5% |
| Q2 2020 | $4,126,000 | +15.7% | 75,681 | -0.2% | 3.76% | -5.7% |
| Q1 2020 | $3,565,000 | -14.8% | 75,838 | +12.1% | 3.99% | +12.9% |
| Q4 2019 | $4,186,000 | – | 67,622 | – | 3.54% | – |
Download | ||||||
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% |