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 | $440,567 | -12.7% | 7,344 | -8.9% | 0.23% | -11.2% |
| Q2 2023 | $504,655 | +1.1% | 8,059 | 0.0% | 0.26% | -10.1% |
| Q1 2023 | $499,255 | +1.1% | 8,059 | -5.6% | 0.29% | -5.3% |
| Q4 2022 | $493,948 | +22.0% | 8,534 | +7.4% | 0.30% | +7.8% |
| Q3 2022 | $405,000 | -4.0% | 7,944 | +7.4% | 0.28% | -2.1% |
| Q2 2022 | $422,000 | -14.6% | 7,394 | 0.0% | 0.29% | -4.3% |
| Q1 2022 | $494,000 | -4.3% | 7,394 | 0.0% | 0.30% | -9.1% |
| Q4 2021 | $516,000 | – | 7,394 | – | 0.33% | – |
Download | ||||||
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% |