ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,342,276 | -2.0% | 22,375 | +2.3% | 0.86% | +1.5% |
| Q2 2023 | $1,369,124 | -0.1% | 21,864 | -1.1% | 0.85% | -2.7% |
| Q1 2023 | $1,369,900 | +12.0% | 22,113 | +4.6% | 0.87% | +0.2% |
| Q4 2022 | $1,223,583 | +17.0% | 21,140 | +2.9% | 0.87% | +0.8% |
| Q3 2022 | $1,046,000 | -41.2% | 20,548 | -34.1% | 0.86% | -44.4% |
| Q2 2022 | $1,779,000 | -24.6% | 31,194 | -12.0% | 1.56% | -17.6% |
| Q1 2022 | $2,360,000 | -6.8% | 35,448 | -0.7% | 1.89% | -0.7% |
| Q4 2021 | $2,533,000 | -2.5% | 35,702 | -2.5% | 1.90% | -12.0% |
| Q3 2021 | $2,599,000 | -1.6% | 36,599 | +1.6% | 2.16% | -0.9% |
| Q2 2021 | $2,641,000 | +15.4% | 36,027 | +10.7% | 2.18% | +2.9% |
| Q1 2021 | $2,288,000 | +35.9% | 32,553 | +29.9% | 2.12% | +10.0% |
| Q4 2020 | $1,684,000 | – | 25,060 | – | 1.92% | – |
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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% |