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. | 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% |