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 | $52,356 | -12.3% | 842 | -11.6% | 0.06% | -17.1% |
| Q2 2023 | $59,677 | +1.1% | 953 | 0.0% | 0.08% | +1.3% |
| Q1 2023 | $59,039 | +14.4% | 953 | +6.8% | 0.08% | -6.2% |
| Q4 2022 | $51,629 | -4.4% | 892 | -16.2% | 0.08% | +23.1% |
| Q3 2022 | $54,000 | -15.6% | 1,064 | -4.5% | 0.06% | -9.7% |
| Q2 2022 | $64,000 | -12.3% | 1,114 | +2.2% | 0.07% | 0.0% |
| Q1 2022 | $73,000 | +43.1% | 1,090 | +50.6% | 0.07% | +46.9% |
| Q4 2021 | $51,000 | 0.0% | 724 | 0.0% | 0.05% | -12.5% |
| Q3 2021 | $51,000 | – | 724 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |