ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,558 | -5.5% | 4,260 | -1.4% | 0.02% | -4.0% |
| Q2 2023 | $270,519 | -12.8% | 4,320 | -13.7% | 0.02% | -13.8% |
| Q1 2023 | $310,184 | -23.7% | 5,007 | -28.7% | 0.03% | -14.7% |
| Q4 2022 | $406,435 | +6.1% | 7,022 | -6.7% | 0.03% | -10.5% |
| Q3 2022 | $383,000 | -12.8% | 7,530 | -2.2% | 0.04% | 0.0% |
| Q2 2022 | $439,000 | -14.9% | 7,702 | -0.7% | 0.04% | -5.0% |
| Q1 2022 | $516,000 | -7.7% | 7,755 | -1.5% | 0.04% | 0.0% |
| Q4 2021 | $559,000 | 0.0% | 7,875 | +0.0% | 0.04% | -9.1% |
| Q3 2021 | $559,000 | -10.3% | 7,873 | -7.4% | 0.04% | -6.4% |
| Q2 2021 | $623,000 | +4.4% | 8,498 | +0.0% | 0.05% | 0.0% |
| Q1 2021 | $597,000 | +4.6% | 8,496 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $571,000 | +15.1% | 8,496 | +0.0% | 0.05% | 0.0% |
| Q3 2020 | $496,000 | +6.4% | 8,495 | -0.6% | 0.05% | +4.3% |
| Q2 2020 | $466,000 | +5.0% | 8,548 | -9.6% | 0.05% | -13.2% |
| Q1 2020 | $444,000 | +93.0% | 9,451 | +154.7% | 0.05% | +152.4% |
| Q4 2019 | $230,000 | – | 3,710 | – | 0.02% | – |
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% |