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 | $3,204 | -10.9% | 53,402 | -7.0% | 0.01% | -14.3% |
| Q2 2023 | $3,596 | +5.2% | 57,420 | +4.1% | 0.01% | -12.5% |
| Q1 2023 | $3,417 | +4.4% | 55,154 | -2.4% | 0.02% | 0.0% |
| Q4 2022 | $3,272 | -99.9% | 56,533 | -21.1% | 0.02% | -27.3% |
| Q3 2022 | $3,650,000 | +2.0% | 71,683 | +14.3% | 0.02% | 0.0% |
| Q2 2022 | $3,577,000 | -11.7% | 62,712 | +3.0% | 0.02% | -8.3% |
| Q1 2022 | $4,053,000 | -13.2% | 60,873 | -7.5% | 0.02% | -17.2% |
| Q4 2021 | $4,670,000 | +2.4% | 65,825 | +2.5% | 0.03% | -9.4% |
| Q3 2021 | $4,561,000 | +41.3% | 64,235 | +45.9% | 0.03% | +28.0% |
| Q2 2021 | $3,227,000 | +14.2% | 44,025 | +9.5% | 0.02% | -3.8% |
| Q1 2021 | $2,825,000 | +26.1% | 40,203 | +20.6% | 0.03% | -7.1% |
| Q4 2020 | $2,240,000 | +14.6% | 33,340 | -0.5% | 0.03% | -3.4% |
| Q3 2020 | $1,955,000 | – | 33,519 | – | 0.03% | – |
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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% |