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 | $1,213,118 | -27.5% | 20,222 | -24.3% | 0.88% | -26.2% |
| Q2 2023 | $1,672,267 | +8.0% | 26,705 | +6.9% | 1.19% | +2.4% |
| Q1 2023 | $1,547,945 | +5.9% | 24,987 | -1.0% | 1.16% | -4.6% |
| Q4 2022 | $1,461,238 | +33.9% | 25,246 | +17.9% | 1.22% | +19.9% |
| Q3 2022 | $1,091,000 | -6.4% | 21,420 | +4.8% | 1.02% | +0.7% |
| Q2 2022 | $1,166,000 | -9.5% | 20,448 | +5.6% | 1.01% | -5.7% |
| Q1 2022 | $1,289,000 | -0.5% | 19,362 | +6.0% | 1.07% | +1.3% |
| Q4 2021 | $1,296,000 | -45.2% | 18,273 | -45.2% | 1.06% | +0.7% |
| Q3 2021 | $2,366,000 | +103.1% | 33,324 | +109.7% | 1.05% | 0.0% |
| Q2 2021 | $1,165,000 | +12.0% | 15,889 | +7.3% | 1.05% | +2.1% |
| Q1 2021 | $1,040,000 | -44.2% | 14,803 | -46.7% | 1.03% | -47.6% |
| Q4 2020 | $1,865,000 | – | 27,757 | – | 1.96% | – |
Download | ||||||
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% |