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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,358,000 | -6.1% | 50,433 | 0.0% | 0.21% | -6.1% |
| Q4 2021 | $3,578,000 | -1.9% | 50,433 | -1.9% | 0.23% | -10.6% |
| Q3 2021 | $3,649,000 | -3.1% | 51,396 | 0.0% | 0.26% | -1.9% |
| Q2 2021 | $3,767,000 | +4.3% | 51,396 | 0.0% | 0.26% | 0.0% |
| Q1 2021 | $3,612,000 | +2.4% | 51,396 | -2.1% | 0.26% | -5.1% |
| Q4 2020 | $3,526,000 | +95.7% | 52,483 | +69.9% | 0.27% | +76.8% |
| Q3 2020 | $1,802,000 | -6.9% | 30,883 | -13.0% | 0.16% | -10.9% |
| Q2 2020 | $1,936,000 | +23.5% | 35,503 | +6.4% | 0.17% | +8.8% |
| Q1 2020 | $1,568,000 | -40.0% | 33,354 | -21.0% | 0.16% | -25.6% |
| Q4 2019 | $2,613,000 | +17.1% | 42,220 | +7.4% | 0.22% | +5.9% |
| Q3 2019 | $2,231,000 | – | 39,326 | – | 0.20% | – |
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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% |