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 | $820,666 | -4.2% | 13,680 | 0.0% | 0.16% | -10.4% |
| Q2 2023 | $856,642 | +102.2% | 13,680 | +100.0% | 0.17% | -11.7% |
| Q1 2023 | $423,739 | +7.0% | 6,840 | 0.0% | 0.20% | -7.1% |
| Q4 2022 | $395,899 | -14.9% | 6,840 | -25.2% | 0.21% | -24.4% |
| Q3 2022 | $465,000 | -10.7% | 9,140 | 0.0% | 0.28% | -10.6% |
| Q2 2022 | $521,000 | -20.5% | 9,140 | -7.1% | 0.31% | +7.2% |
| Q1 2022 | $655,000 | -6.2% | 9,840 | 0.0% | 0.29% | -9.9% |
| Q4 2021 | $698,000 | -0.1% | 9,840 | 0.0% | 0.32% | -11.5% |
| Q3 2021 | $699,000 | +2.0% | 9,840 | +5.4% | 0.36% | -1.6% |
| Q2 2021 | $685,000 | +12.9% | 9,340 | +8.1% | 0.37% | +9.4% |
| Q1 2021 | $607,000 | +90.3% | 8,640 | +81.9% | 0.34% | +58.4% |
| Q4 2020 | $319,000 | +222.2% | 4,750 | +179.7% | 0.21% | +157.8% |
| Q3 2020 | $99,000 | +6.5% | 1,698 | 0.0% | 0.08% | 0.0% |
| Q2 2020 | $93,000 | – | 1,698 | – | 0.08% | – |
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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% |