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 | $810,825 | -48.0% | 13,516 | -45.8% | 0.00% | -66.7% |
| Q2 2023 | $1,560,238 | +1.1% | 24,916 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,543,545 | +7.1% | 24,916 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $1,441,212 | +13.6% | 24,900 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $1,269,000 | -10.6% | 24,919 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $1,420,000 | -14.4% | 24,900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,658,000 | -22.6% | 24,900 | -17.5% | 0.00% | -25.0% |
| Q4 2021 | $2,142,000 | -6.6% | 30,200 | -6.5% | 0.00% | -20.0% |
| Q3 2021 | $2,293,000 | +21.7% | 32,300 | +25.7% | 0.01% | +25.0% |
| Q2 2021 | $1,884,000 | -1.1% | 25,700 | -5.2% | 0.00% | -20.0% |
| Q1 2021 | $1,905,000 | -4.2% | 27,100 | -8.4% | 0.01% | 0.0% |
| Q4 2020 | $1,989,000 | +62.6% | 29,600 | +41.2% | 0.01% | +25.0% |
| Q3 2020 | $1,223,000 | +46.6% | 20,969 | +37.1% | 0.00% | +33.3% |
| Q2 2020 | $834,000 | -0.6% | 15,300 | -14.2% | 0.00% | 0.0% |
| Q1 2020 | $839,000 | -37.6% | 17,833 | -17.9% | 0.00% | -25.0% |
| Q4 2019 | $1,345,000 | +5.1% | 21,733 | -2.0% | 0.00% | +33.3% |
| Q3 2019 | $1,280,000 | 0.0% | 22,166 | +1.5% | 0.00% | -25.0% |
| Q2 2019 | $1,280,000 | +30.2% | 21,834 | +28.9% | 0.00% | +33.3% |
| Q1 2019 | $983,000 | +105.6% | 16,933 | +113.5% | 0.00% | +50.0% |
| Q4 2018 | $478,000 | +0.4% | 7,933 | +0.4% | 0.00% | 0.0% |
| Q3 2018 | $476,000 | -72.6% | 7,900 | -72.6% | 0.00% | -66.7% |
| Q2 2018 | $1,736,000 | +53.1% | 28,879 | +60.6% | 0.01% | +50.0% |
| Q1 2018 | $1,134,000 | -45.8% | 17,979 | -45.8% | 0.00% | -42.9% |
| Q4 2017 | $2,093,000 | +113.6% | 33,179 | +106.5% | 0.01% | +133.3% |
| Q3 2017 | $980,000 | +61.2% | 16,069 | +51.6% | 0.00% | +50.0% |
| Q2 2017 | $608,000 | +10033.3% | 10,600 | +9536.4% | 0.00% | – |
| Q3 2016 | $6,000 | – | 110 | – | 0.00% | – |
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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% |