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 | $5,911,991 | +10.7% | 98,550 | +15.6% | 1.99% | +13.7% |
| Q2 2023 | $5,340,209 | +5.7% | 85,280 | +4.6% | 1.75% | +3.6% |
| Q1 2023 | $5,051,093 | +958.2% | 81,535 | +888.7% | 1.69% | +845.3% |
| Q4 2022 | $477,336 | -59.4% | 8,247 | -50.3% | 0.18% | -43.7% |
| Q4 2021 | $1,177,000 | +10.4% | 16,587 | +10.5% | 0.32% | +14.8% |
| Q3 2021 | $1,066,000 | +2.5% | 15,016 | +5.8% | 0.28% | +3.4% |
| Q2 2021 | $1,040,000 | – | 14,195 | – | 0.27% | – |
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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% |