ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,662,053 | +2.4% | 56,400 | -5.4% | 1.72% | -18.6% |
| Q3 2023 | $3,576,004 | +69.0% | 59,610 | +76.5% | 2.11% | +59.4% |
| Q2 2023 | $2,115,429 | +0.1% | 33,782 | -1.0% | 1.33% | -9.2% |
| Q1 2023 | $2,113,053 | +8.2% | 34,109 | +1.1% | 1.46% | -8.0% |
| Q4 2022 | $1,953,682 | -34.7% | 33,754 | -42.6% | 1.59% | -29.8% |
| Q3 2022 | $2,994,000 | -10.7% | 58,802 | +0.1% | 2.26% | -4.7% |
| Q2 2022 | $3,351,000 | -0.7% | 58,765 | +16.0% | 2.37% | +40.6% |
| Q1 2022 | $3,373,000 | -13.6% | 50,655 | -8.0% | 1.69% | +0.4% |
| Q4 2021 | $3,904,000 | -7.2% | 55,037 | -7.1% | 1.68% | -6.7% |
| Q3 2021 | $4,205,000 | +9.9% | 59,223 | +13.5% | 1.80% | -14.8% |
| Q2 2021 | $3,825,000 | +28.0% | 52,180 | +22.7% | 2.12% | +0.8% |
| Q1 2021 | $2,988,000 | +22.9% | 42,516 | +17.5% | 2.10% | -1.5% |
| Q4 2020 | $2,431,000 | +27.7% | 36,186 | +10.9% | 2.13% | +15.3% |
| Q3 2020 | $1,904,000 | – | 32,643 | – | 1.85% | – |
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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% |