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 | $9,037 | -12.4% | 152,559 | -3.8% | 4.41% | -7.5% |
| Q2 2023 | $10,319 | -99.9% | 158,634 | -4.2% | 4.77% | -6.1% |
| Q1 2023 | $10,254,955 | +9.7% | 165,536 | +2.5% | 5.08% | +0.4% |
| Q4 2022 | $9,347,967 | +2.8% | 161,506 | -9.5% | 5.06% | -10.9% |
| Q3 2022 | $9,092,000 | -4.7% | 178,556 | +6.7% | 5.67% | -0.7% |
| Q2 2022 | $9,542,000 | -10.4% | 167,310 | +4.6% | 5.71% | +2.8% |
| Q1 2022 | $10,651,000 | +5.0% | 159,977 | +11.9% | 5.56% | +8.2% |
| Q4 2021 | $10,142,000 | +6.3% | 142,959 | +6.4% | 5.14% | -5.8% |
| Q3 2021 | $9,537,000 | +0.4% | 134,324 | +3.6% | 5.45% | -2.4% |
| Q2 2021 | $9,503,000 | +12.0% | 129,643 | +7.4% | 5.59% | +0.9% |
| Q1 2021 | $8,487,000 | +14.4% | 120,766 | +9.3% | 5.54% | -4.8% |
| Q4 2020 | $7,421,000 | – | 110,453 | – | 5.82% | – |
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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% |