ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,633,106 | +28.5% | 40,553 | +18.7% | 0.36% | +32.2% |
| Q3 2023 | $2,049,258 | -2.4% | 34,160 | +1.9% | 0.28% | -8.3% |
| Q2 2023 | $2,099,398 | +0.4% | 33,526 | -0.7% | 0.30% | -8.8% |
| Q1 2023 | $2,091,680 | +11.7% | 33,764 | +4.3% | 0.33% | 0.0% |
| Q4 2022 | $1,873,286 | +44.3% | 32,365 | +27.0% | 0.33% | +1.2% |
| Q3 2022 | $1,298,000 | +14.9% | 25,482 | +28.6% | 0.33% | +2.2% |
| Q2 2022 | $1,130,000 | +96.2% | 19,818 | +129.0% | 0.32% | +121.5% |
| Q1 2022 | $576,000 | -1.2% | 8,653 | +5.3% | 0.14% | -5.3% |
| Q4 2021 | $583,000 | -7.6% | 8,221 | -7.5% | 0.15% | -26.2% |
| Q3 2021 | $631,000 | +8.0% | 8,892 | +11.5% | 0.21% | +12.0% |
| Q2 2021 | $584,000 | +97.3% | 7,973 | +89.4% | 0.18% | +73.6% |
| Q1 2021 | $296,000 | +6.5% | 4,209 | +1.8% | 0.11% | -4.5% |
| Q4 2020 | $278,000 | – | 4,134 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |