ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,139 | +27.8% | 18,522 | +33.4% | 0.12% | +33.7% |
| Q2 2023 | $869,546 | +61.6% | 13,886 | +59.9% | 0.09% | +50.8% |
| Q1 2023 | $538,036 | -0.3% | 8,685 | -6.9% | 0.06% | -7.6% |
| Q4 2022 | $539,731 | -12.4% | 9,325 | -22.9% | 0.07% | -21.4% |
| Q3 2022 | $616,000 | -10.7% | 12,100 | 0.0% | 0.08% | -7.7% |
| Q2 2022 | $690,000 | -9.6% | 12,100 | +5.6% | 0.09% | +2.2% |
| Q1 2022 | $763,000 | -18.2% | 11,460 | -12.9% | 0.09% | -10.1% |
| Q4 2021 | $933,000 | +9.5% | 13,150 | +9.6% | 0.10% | -5.7% |
| Q3 2021 | $852,000 | -3.2% | 12,000 | 0.0% | 0.10% | -2.8% |
| Q2 2021 | $880,000 | +4.4% | 12,000 | 0.0% | 0.11% | -2.7% |
| Q1 2021 | $843,000 | +4.6% | 12,000 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $806,000 | +15.1% | 12,000 | 0.0% | 0.11% | -3.5% |
| Q3 2020 | $700,000 | +7.0% | 12,000 | 0.0% | 0.12% | -2.5% |
| Q2 2020 | $654,000 | +16.0% | 12,000 | 0.0% | 0.12% | +11.3% |
| Q1 2020 | $564,000 | -24.1% | 12,000 | 0.0% | 0.11% | +3.9% |
| Q4 2019 | $743,000 | +7.2% | 12,000 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $693,000 | -1.6% | 12,000 | 0.0% | 0.10% | -1.0% |
| Q2 2019 | $704,000 | +1.0% | 12,000 | 0.0% | 0.10% | -3.7% |
| Q1 2019 | $697,000 | +10.6% | 12,000 | 0.0% | 0.11% | +2.9% |
| Q4 2018 | $630,000 | – | 12,000 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |