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 | $294,680 | -4.2% | 4,912 | 0.0% | 0.13% | -11.3% |
| Q2 2023 | $307,599 | -4.0% | 4,912 | -5.0% | 0.15% | -9.0% |
| Q1 2023 | $320,296 | -22.6% | 5,170 | -27.7% | 0.17% | -23.9% |
| Q4 2022 | $413,913 | -21.0% | 7,151 | -30.5% | 0.22% | -24.3% |
| Q3 2022 | $524,000 | -17.6% | 10,283 | -7.8% | 0.29% | -9.1% |
| Q2 2022 | $636,000 | -13.4% | 11,148 | +1.1% | 0.32% | +5.0% |
| Q1 2022 | $734,000 | -6.1% | 11,031 | +0.1% | 0.30% | -12.7% |
| Q4 2021 | $782,000 | +94.0% | 11,022 | +94.0% | 0.35% | +60.2% |
| Q3 2021 | $403,000 | -3.1% | 5,680 | 0.0% | 0.22% | -4.0% |
| Q2 2021 | $416,000 | -7.8% | 5,680 | -11.5% | 0.22% | -27.2% |
| Q1 2021 | $451,000 | +65.2% | 6,420 | +58.2% | 0.31% | +29.8% |
| Q4 2020 | $273,000 | – | 4,057 | – | 0.24% | – |
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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% |