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 | $164,855 | -4.2% | 2,748,499 | 0.0% | 19.39% | -0.4% |
| Q2 2023 | $172,166 | -2.9% | 2,748,499 | -3.9% | 19.47% | -1.5% |
| Q1 2023 | $177,259 | +10.6% | 2,861,324 | +3.3% | 19.77% | -2.4% |
| Q4 2022 | $160,334 | -99.7% | 2,770,110 | +163.3% | 20.25% | +166.8% |
| Q3 2022 | $53,570,000 | -25.1% | 1,052,050 | -16.1% | 7.59% | -16.3% |
| Q2 2022 | $71,493,000 | +203.7% | 1,253,605 | +254.5% | 9.07% | +228.0% |
| Q1 2022 | $23,543,000 | -88.7% | 353,605 | -87.9% | 2.76% | -84.3% |
| Q4 2021 | $207,829,000 | +427.8% | 2,929,645 | +428.2% | 17.57% | +327.5% |
| Q3 2021 | $39,380,000 | -3.1% | 554,645 | 0.0% | 4.11% | -4.1% |
| Q2 2021 | $40,655,000 | +66.6% | 554,645 | +59.7% | 4.29% | +54.1% |
| Q1 2021 | $24,404,000 | -21.4% | 347,245 | -24.9% | 2.78% | -18.3% |
| Q4 2020 | $31,058,000 | -17.0% | 462,245 | -27.9% | 3.41% | -23.6% |
| Q3 2020 | $37,428,000 | +48.5% | 641,545 | +38.8% | 4.46% | +45.3% |
| Q2 2020 | $25,202,000 | -8.8% | 462,252 | -21.3% | 3.07% | -19.7% |
| Q1 2020 | $27,622,000 | +53.4% | 587,575 | +88.4% | 3.82% | +67.4% |
| Q3 2019 | $18,010,000 | -50.9% | 311,816 | -50.1% | 2.28% | -50.9% |
| Q2 2019 | $36,679,000 | +1.0% | 625,495 | 0.0% | 4.65% | +2.3% |
| Q1 2019 | $36,322,000 | -37.1% | 625,495 | -43.1% | 4.54% | -39.4% |
| Q4 2018 | $57,750,000 | -49.9% | 1,099,379 | -42.5% | 7.49% | -37.4% |
| Q3 2018 | $115,366,000 | +312.0% | 1,912,879 | +310.8% | 11.97% | +255.1% |
| Q2 2018 | $28,003,000 | – | 465,700 | – | 3.37% | – |
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% |