ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,591 | -5.6% | 4,894 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $311,160 | +5.9% | 4,969 | +4.8% | 0.00% | 0.0% |
| Q1 2023 | $293,768 | -26.9% | 4,742 | -31.7% | 0.00% | -25.0% |
| Q4 2022 | $401,977 | +42.0% | 6,945 | +24.9% | 0.00% | +33.3% |
| Q3 2022 | $283,000 | -14.8% | 5,561 | -4.5% | 0.00% | -25.0% |
| Q2 2022 | $332,000 | -23.9% | 5,825 | -11.0% | 0.00% | 0.0% |
| Q1 2022 | $436,000 | -4.2% | 6,542 | +2.1% | 0.00% | 0.0% |
| Q4 2021 | $455,000 | 0.0% | 6,409 | +0.0% | 0.00% | -20.0% |
| Q3 2021 | $455,000 | -8.6% | 6,408 | -5.9% | 0.01% | 0.0% |
| Q2 2021 | $498,000 | +514.8% | 6,807 | +422.0% | 0.01% | +400.0% |
| Q4 2019 | $81,000 | +710.0% | 1,304 | +628.5% | 0.00% | – |
| Q1 2019 | $10,000 | -90.3% | 179 | -89.5% | 0.00% | -100.0% |
| Q3 2018 | $103,000 | +1.0% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $102,000 | -55.5% | 1,700 | -53.1% | 0.00% | -50.0% |
| Q1 2018 | $229,000 | +114.0% | 3,625 | +113.2% | 0.00% | +100.0% |
| Q4 2017 | $107,000 | – | 1,700 | – | 0.00% | – |
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% |