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 | $2,957,015 | -4.4% | 49,292 | -1.2% | 2.76% | -10.2% |
| Q2 2023 | $3,091,518 | +4.9% | 49,903 | +4.9% | 3.07% | +2.1% |
| Q1 2023 | $2,946,656 | -6.4% | 47,565 | -12.5% | 3.01% | -11.3% |
| Q4 2022 | $3,147,202 | +4.1% | 54,375 | -6.5% | 3.39% | -4.4% |
| Q3 2022 | $3,022,000 | -15.5% | 58,170 | -7.8% | 3.55% | +1.7% |
| Q2 2022 | $3,575,000 | -19.6% | 63,101 | -5.5% | 3.49% | -5.7% |
| Q1 2022 | $4,446,000 | -5.1% | 66,783 | +1.5% | 3.70% | -11.8% |
| Q4 2021 | $4,685,000 | +10.4% | 65,797 | +10.1% | 4.19% | +18.7% |
| Q3 2021 | $4,245,000 | -1.1% | 59,786 | +2.1% | 3.53% | -0.5% |
| Q2 2021 | $4,294,000 | +3.5% | 58,585 | -0.6% | 3.55% | -7.4% |
| Q1 2021 | $4,148,000 | +8.0% | 58,964 | +3.2% | 3.84% | +1.3% |
| Q4 2020 | $3,841,000 | – | 57,159 | – | 3.78% | – |
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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% |