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 | $2,400,622 | -5.7% | 40,017 | -1.5% | 0.65% | -12.8% |
| Q2 2023 | $2,544,695 | -2.7% | 40,637 | -3.7% | 0.75% | +4.6% |
| Q1 2023 | $2,615,571 | -5.8% | 42,220 | -12.0% | 0.72% | -11.2% |
| Q4 2022 | $2,775,837 | -19.2% | 47,958 | -28.9% | 0.81% | -28.9% |
| Q3 2022 | $3,436,000 | -19.7% | 67,489 | -10.0% | 1.13% | -17.6% |
| Q2 2022 | $4,277,000 | -24.5% | 75,012 | -11.8% | 1.38% | -18.4% |
| Q1 2022 | $5,663,000 | -4.9% | 85,055 | +1.4% | 1.69% | -9.0% |
| Q4 2021 | $5,953,000 | -3.9% | 83,917 | -3.8% | 1.85% | -10.0% |
| Q3 2021 | $6,193,000 | -3.8% | 87,233 | -0.7% | 2.06% | -7.2% |
| Q2 2021 | $6,440,000 | -2.4% | 87,867 | -6.4% | 2.22% | -15.0% |
| Q1 2021 | $6,599,000 | -3.2% | 93,895 | -7.5% | 2.61% | -12.9% |
| Q4 2020 | $6,817,000 | – | 101,459 | – | 3.00% | – |
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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% |