ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,426 | -26.6% | 5,458 | -23.3% | 0.04% | -22.0% |
| Q2 2023 | $445,855 | +1.7% | 7,120 | +0.6% | 0.05% | -3.8% |
| Q1 2023 | $438,421 | +41.6% | 7,077 | +32.3% | 0.05% | +33.3% |
| Q4 2022 | $309,658 | +5.3% | 5,350 | -7.3% | 0.04% | 0.0% |
| Q3 2022 | $294,000 | -7.0% | 5,769 | +4.1% | 0.04% | -2.5% |
| Q2 2022 | $316,000 | -11.2% | 5,544 | +3.6% | 0.04% | -2.4% |
| Q1 2022 | $356,000 | -5.6% | 5,349 | +0.7% | 0.04% | -6.8% |
| Q4 2021 | $377,000 | +3.3% | 5,313 | +3.4% | 0.04% | -4.3% |
| Q3 2021 | $365,000 | +1.4% | 5,138 | +4.6% | 0.05% | +2.2% |
| Q2 2021 | $360,000 | +4.0% | 4,910 | -0.3% | 0.04% | -4.3% |
| Q1 2021 | $346,000 | +810.5% | 4,923 | +516.9% | 0.05% | +487.5% |
| Q1 2020 | $38,000 | -22.4% | 798 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $49,000 | -53.8% | 798 | -52.4% | 0.01% | -57.9% |
| Q1 2018 | $106,000 | – | 1,675 | – | 0.02% | – |
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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% |