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 2021 | $6,141,000 | -0.5% | 86,496 | +2.7% | 0.41% | -1.0% |
Q2 2021 | $6,172,000 | +20.3% | 84,208 | +15.4% | 0.42% | +10.7% |
Q1 2021 | $5,129,000 | +4.0% | 72,973 | -0.6% | 0.38% | -0.8% |
Q4 2020 | $4,933,000 | +8.9% | 73,416 | +1.5% | 0.38% | -4.5% |
Q3 2020 | $4,531,000 | +11.7% | 72,365 | -2.7% | 0.40% | +1.5% |
Q2 2020 | $4,055,000 | +23.7% | 74,370 | +6.7% | 0.39% | +3.7% |
Q1 2020 | $3,277,000 | -37.6% | 69,718 | -17.8% | 0.38% | -23.4% |
Q4 2019 | $5,248,000 | +2.8% | 84,788 | -4.1% | 0.49% | -9.9% |
Q3 2019 | $5,106,000 | +1.1% | 88,401 | +2.7% | 0.54% | +3.8% |
Q2 2019 | $5,048,000 | +6.7% | 86,084 | +5.6% | 0.52% | +1.7% |
Q1 2019 | $4,732,000 | -18.4% | 81,489 | -26.2% | 0.52% | -28.3% |
Q4 2018 | $5,801,000 | – | 110,425 | – | 0.72% | – |
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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% |