ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,036,573 | -5.6% | 500,693 | -1.5% | 2.48% | +2.0% |
| Q2 2023 | $31,823,233 | +1.2% | 508,196 | +0.1% | 2.43% | -1.7% |
| Q1 2023 | $31,449,289 | -18.5% | 507,656 | -23.9% | 2.48% | -18.6% |
| Q4 2022 | $38,608,044 | -10.9% | 667,036 | -21.6% | 3.04% | -15.8% |
| Q3 2022 | $43,350,000 | -23.9% | 851,318 | -14.8% | 3.61% | -14.8% |
| Q2 2022 | $56,960,000 | -5.8% | 998,775 | +10.0% | 4.24% | +9.2% |
| Q1 2022 | $60,470,000 | -11.4% | 908,218 | -5.6% | 3.88% | -7.9% |
| Q4 2021 | $68,254,000 | +2.9% | 962,131 | +3.0% | 4.22% | -0.4% |
| Q3 2021 | $66,303,000 | +2.7% | 933,857 | +6.0% | 4.23% | +2.2% |
| Q2 2021 | $64,563,000 | +14.4% | 880,805 | +9.7% | 4.14% | -1.5% |
| Q1 2021 | $56,425,000 | +18.0% | 802,855 | +12.8% | 4.20% | +18.4% |
| Q4 2020 | $47,810,000 | +20.9% | 711,561 | +5.0% | 3.55% | +5.4% |
| Q3 2020 | $39,554,000 | +3.8% | 677,979 | -3.0% | 3.37% | -3.9% |
| Q2 2020 | $38,107,000 | +14.6% | 698,956 | -1.2% | 3.50% | -4.2% |
| Q1 2020 | $33,262,000 | -38.1% | 707,560 | -18.5% | 3.66% | -30.4% |
| Q4 2019 | $53,769,000 | +7.5% | 868,649 | +0.3% | 5.25% | -0.4% |
| Q3 2019 | $50,030,000 | +1.8% | 866,178 | +3.3% | 5.27% | +1.0% |
| Q2 2019 | $49,169,000 | +21.7% | 838,486 | +20.5% | 5.22% | +11.8% |
| Q1 2019 | $40,417,000 | +61.6% | 696,011 | +46.2% | 4.67% | +41.1% |
| Q4 2018 | $25,007,000 | – | 476,057 | – | 3.31% | – |
Download | ||||||
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% |