ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 448 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $367,459 | -0.4% | 5,439 | 0.0% | 0.29% | -8.2% |
| Q1 2024 | $369,091 | +4.5% | 5,439 | 0.0% | 0.32% | -5.4% |
| Q4 2023 | $353,155 | +5.3% | 5,439 | -2.7% | 0.34% | +23.1% |
| Q3 2023 | $335,405 | -4.2% | 5,591 | 0.0% | 0.27% | +1.1% |
| Q2 2023 | $350,109 | -1.6% | 5,591 | -2.7% | 0.27% | -6.6% |
| Q1 2023 | $355,841 | +7.0% | 5,744 | 0.0% | 0.29% | +1.4% |
| Q4 2022 | $332,463 | +13.9% | 5,744 | 0.0% | 0.28% | +21.3% |
| Q3 2022 | $292,000 | -11.0% | 5,744 | 0.0% | 0.24% | -1.7% |
| Q2 2022 | $328,000 | -14.1% | 5,744 | 0.0% | 0.24% | -6.6% |
| Q1 2022 | $382,000 | -6.1% | 5,744 | 0.0% | 0.26% | -2.7% |
| Q4 2021 | $407,000 | -0.2% | 5,744 | 0.0% | 0.26% | -8.7% |
| Q3 2021 | $408,000 | +1754.5% | 5,744 | +1783.3% | 0.29% | +1700.0% |
| Q2 2021 | $22,000 | +4.8% | 305 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 305 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $20,000 | – | 305 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 647,319 | $38,606,000 | 18.16% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,154 | $3,029,000 | 0.90% |
| NewSquare Capital LLC | 29,205 | $1,742,000 | 0.62% |
| Tortoise Investment Management, LLC | 10,665 | $636,000 | 0.27% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,992 | $417,000 | 0.16% |
| Atria Investments, Inc | 16,670 | $994,000 | 0.10% |
| JANE STREET GROUP, LLC | 108,297 | $6,459,000 | 0.08% |
| Rehmann Capital Advisory Group | 5,212 | $311,000 | 0.07% |
| BlackRock Fund Advisors | 3,775,615 | $225,178,000 | 0.06% |
| NORRIS PERNE & FRENCH LLP/MI | 4,556 | $272,000 | 0.05% |