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 | $32,922,617 | -6.9% | 548,802 | -2.8% | 4.36% | -5.4% |
| Q2 2023 | $35,374,036 | -1.5% | 564,900 | -2.6% | 4.61% | -7.5% |
| Q1 2023 | $35,918,740 | +4.8% | 579,802 | -2.1% | 4.98% | -3.0% |
| Q4 2022 | $34,282,503 | +14.3% | 592,303 | +0.5% | 5.14% | +7.0% |
| Q3 2022 | $29,998,000 | -3.0% | 589,120 | +8.6% | 4.80% | +13.9% |
| Q2 2022 | $30,926,000 | -2.5% | 542,279 | +13.8% | 4.22% | +8.7% |
| Q1 2022 | $31,725,000 | -4.1% | 476,493 | +2.1% | 3.88% | +0.8% |
| Q4 2021 | $33,095,000 | -2.4% | 466,522 | -2.3% | 3.85% | -9.4% |
| Q3 2021 | $33,900,000 | -1.5% | 477,460 | +1.7% | 4.25% | -3.9% |
| Q2 2021 | $34,417,000 | +4.0% | 469,541 | -0.3% | 4.42% | -5.0% |
| Q1 2021 | $33,090,000 | +3.5% | 470,833 | -1.1% | 4.65% | -4.2% |
| Q4 2020 | $31,980,000 | – | 475,966 | – | 4.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |