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 | $5,148,236 | -4.6% | 85,818 | -0.4% | 1.35% | -3.4% |
| Q2 2023 | $5,397,759 | +2.4% | 86,199 | +1.3% | 1.40% | -7.4% |
| Q1 2023 | $5,272,796 | +6.6% | 85,114 | -0.4% | 1.51% | -2.5% |
| Q4 2022 | $4,947,784 | +13.2% | 85,483 | -0.4% | 1.55% | +3.1% |
| Q3 2022 | $4,370,000 | -11.0% | 85,825 | -0.3% | 1.50% | -10.8% |
| Q2 2022 | $4,908,000 | -13.5% | 86,056 | +1.0% | 1.69% | +0.3% |
| Q1 2022 | $5,672,000 | -5.0% | 85,188 | +1.2% | 1.68% | -13.6% |
| Q4 2021 | $5,972,000 | +2.5% | 84,179 | +2.6% | 1.95% | -7.4% |
| Q3 2021 | $5,825,000 | -3.6% | 82,046 | -0.5% | 2.10% | -3.9% |
| Q2 2021 | $6,044,000 | +5.5% | 82,454 | +1.2% | 2.19% | -2.9% |
| Q1 2021 | $5,727,000 | +4.2% | 81,487 | -0.4% | 2.26% | -14.5% |
| Q4 2020 | $5,497,000 | +15.8% | 81,806 | +0.5% | 2.64% | -3.8% |
| Q3 2020 | $4,748,000 | -4.3% | 81,383 | -10.6% | 2.74% | -10.7% |
| Q2 2020 | $4,961,000 | -0.7% | 90,995 | -14.4% | 3.07% | -22.4% |
| Q1 2020 | $4,997,000 | -27.9% | 106,295 | -5.1% | 3.96% | -4.3% |
| Q4 2019 | $6,930,000 | – | 111,960 | – | 4.13% | – |
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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% |