ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,101,474 | -5.3% | 1,285,238 | -1.1% | 0.02% | +4.5% |
| Q2 2023 | $81,389,459 | +4.9% | 1,299,736 | +3.8% | 0.02% | 0.0% |
| Q1 2023 | $77,553,642 | +11.7% | 1,251,874 | +4.4% | 0.02% | +4.8% |
| Q4 2022 | $69,401,534 | +34.0% | 1,199,059 | +17.9% | 0.02% | +23.5% |
| Q3 2022 | $51,781,000 | +0.5% | 1,016,906 | +12.6% | 0.02% | +6.2% |
| Q2 2022 | $51,525,000 | -9.8% | 903,470 | +5.3% | 0.02% | +6.7% |
| Q1 2022 | $57,120,000 | -42.2% | 857,918 | -38.5% | 0.02% | -40.0% |
| Q4 2021 | $98,897,000 | +18.6% | 1,394,085 | +18.7% | 0.02% | +38.9% |
| Q3 2021 | $83,400,000 | -4.3% | 1,174,651 | -1.2% | 0.02% | -5.3% |
| Q2 2021 | $87,136,000 | +27.5% | 1,188,752 | +22.3% | 0.02% | +26.7% |
| Q1 2021 | $68,325,000 | +11.3% | 972,182 | +6.4% | 0.02% | 0.0% |
| Q4 2020 | $61,405,000 | +15.8% | 913,905 | +0.5% | 0.02% | 0.0% |
| Q3 2020 | $53,046,000 | +10.0% | 909,256 | +2.8% | 0.02% | +7.1% |
| Q2 2020 | $48,202,000 | +9.0% | 884,117 | -6.1% | 0.01% | -6.7% |
| Q1 2020 | $44,242,000 | -31.7% | 941,126 | -10.1% | 0.02% | -11.8% |
| Q4 2019 | $64,780,000 | +6.5% | 1,046,535 | -0.6% | 0.02% | 0.0% |
| Q3 2019 | $60,828,000 | -6.8% | 1,053,116 | -5.4% | 0.02% | -10.5% |
| Q2 2019 | $65,287,000 | +2.1% | 1,113,358 | +1.1% | 0.02% | 0.0% |
| Q1 2019 | $63,957,000 | +0.3% | 1,101,378 | -9.3% | 0.02% | -9.5% |
| Q4 2018 | $63,792,000 | -16.6% | 1,214,401 | -4.3% | 0.02% | -4.5% |
| Q3 2018 | $76,517,000 | +25.7% | 1,268,737 | +25.3% | 0.02% | +22.2% |
| Q2 2018 | $60,868,000 | -13.2% | 1,012,277 | -9.0% | 0.02% | -14.3% |
| Q1 2018 | $70,128,000 | +6.8% | 1,112,433 | +6.9% | 0.02% | +10.5% |
| Q4 2017 | $65,639,000 | +16.5% | 1,040,561 | +12.6% | 0.02% | +11.8% |
| Q3 2017 | $56,355,000 | +24.0% | 924,156 | +16.6% | 0.02% | +13.3% |
| Q2 2017 | $45,457,000 | -16.7% | 792,482 | -20.5% | 0.02% | -16.7% |
| Q1 2017 | $54,553,000 | +23.1% | 996,402 | +13.5% | 0.02% | +12.5% |
| Q4 2016 | $44,328,000 | +39.3% | 877,967 | +44.1% | 0.02% | +33.3% |
| Q3 2016 | $31,825,000 | +16.6% | 609,434 | +9.3% | 0.01% | +9.1% |
| Q2 2016 | $27,292,000 | -20.6% | 557,448 | -19.8% | 0.01% | -21.4% |
| Q1 2016 | $34,374,000 | +9.1% | 695,269 | +9.2% | 0.01% | +16.7% |
| Q4 2015 | $31,494,000 | +323.2% | 636,492 | +317.7% | 0.01% | +300.0% |
| Q3 2015 | $7,442,000 | +19.4% | 152,390 | +34.8% | 0.00% | +50.0% |
| Q2 2015 | $6,231,000 | -7.9% | 113,064 | -7.4% | 0.00% | +100.0% |
| Q1 2015 | $6,764,000 | +232.5% | 122,118 | +219.8% | 0.00% | 0.0% |
| Q4 2014 | $2,034,000 | +1553.7% | 38,185 | +1647.6% | 0.00% | – |
| Q3 2014 | $123,000 | +355.6% | 2,185 | +379.2% | 0.00% | – |
| Q2 2014 | $27,000 | – | 456 | – | 0.00% | – |
Download | ||||||
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% |