ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 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. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |