ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,486 | -10.8% | 9,010 | -6.9% | 0.11% | -12.4% |
| Q2 2023 | $606,161 | +3.7% | 9,680 | +2.6% | 0.12% | -4.7% |
| Q1 2023 | $584,733 | +7.2% | 9,439 | +0.1% | 0.13% | +0.8% |
| Q4 2022 | $545,565 | +13.7% | 9,426 | +0.0% | 0.13% | +1.6% |
| Q3 2022 | $480,000 | -10.6% | 9,422 | 0.0% | 0.12% | -9.5% |
| Q2 2022 | $537,000 | -14.4% | 9,422 | +0.1% | 0.14% | -9.9% |
| Q1 2022 | $627,000 | -86.3% | 9,416 | -85.4% | 0.15% | -84.1% |
| Q4 2021 | $4,582,000 | +0.7% | 64,589 | +0.8% | 0.96% | -11.5% |
| Q3 2021 | $4,548,000 | -3.1% | 64,060 | +0.0% | 1.08% | -33.0% |
| Q2 2021 | $4,694,000 | +4.2% | 64,038 | -0.1% | 1.61% | -2.3% |
| Q1 2021 | $4,504,000 | +4.6% | 64,083 | 0.0% | 1.65% | -16.8% |
| Q4 2020 | $4,306,000 | – | 64,083 | – | 1.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |