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 | $3,846,360 | -13.3% | 64,116 | -9.5% | 0.19% | -24.7% |
| Q2 2023 | $4,434,472 | -4.5% | 70,815 | -5.5% | 0.25% | -17.7% |
| Q1 2023 | $4,642,459 | +10.5% | 74,938 | +3.3% | 0.30% | -7.7% |
| Q4 2022 | $4,200,474 | +46.9% | 72,572 | +29.3% | 0.32% | +92.3% |
| Q3 2022 | $2,859,000 | +13.1% | 56,144 | +26.7% | 0.17% | -20.7% |
| Q2 2022 | $2,527,000 | +11.4% | 44,315 | +30.1% | 0.21% | -5.8% |
| Q1 2022 | $2,269,000 | +656.3% | 34,061 | +706.8% | 0.23% | +258.7% |
| Q4 2021 | $300,000 | – | 4,222 | – | 0.06% | – |
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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% |