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 | $196,022 | -3.4% | 3,268 | +0.8% | 0.10% | -1.0% |
| Q2 2023 | $202,988 | +3.2% | 3,242 | +2.1% | 0.10% | +4.1% |
| Q1 2023 | $196,677 | -4.7% | 3,175 | -10.9% | 0.10% | -9.3% |
| Q4 2022 | $206,328 | +6.9% | 3,565 | -5.7% | 0.11% | -5.3% |
| Q3 2022 | $193,000 | -28.3% | 3,781 | -19.8% | 0.11% | -26.1% |
| Q2 2022 | $269,000 | -12.7% | 4,712 | +1.9% | 0.15% | -8.4% |
| Q1 2022 | $308,000 | +19.4% | 4,625 | +27.4% | 0.17% | -37.0% |
| Q4 2021 | $258,000 | – | 3,630 | – | 0.26% | – |
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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% |