ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,579,570 | -4.2% | 43,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $2,692,660 | +100975.8% | 43,000 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $2,664 | +7.0% | 43,000 | 0.0% | 0.02% | +5.0% |
| Q4 2022 | $2,489 | -99.9% | 43,000 | 0.0% | 0.02% | +5.3% |
| Q3 2022 | $2,190,000 | -10.7% | 43,000 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $2,452,000 | -14.4% | 43,000 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $2,863,000 | -3.4% | 43,000 | 0.0% | 0.02% | -9.1% |
| Q4 2021 | $2,963,000 | -2.9% | 43,000 | 0.0% | 0.02% | +15.8% |
| Q3 2021 | $3,053,000 | -3.1% | 43,000 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $3,152,000 | +4.3% | 43,000 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $3,022,000 | +4.6% | 43,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,889,000 | +15.1% | 43,000 | 0.0% | 0.02% | -5.0% |
| Q3 2020 | $2,509,000 | +7.0% | 43,000 | 0.0% | 0.02% | -9.1% |
| Q2 2020 | $2,344,000 | +16.0% | 43,000 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $2,021,000 | -24.1% | 43,000 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $2,662,000 | +7.2% | 43,000 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $2,484,000 | -1.5% | 43,000 | 0.0% | 0.02% | -8.3% |
| Q2 2019 | $2,522,000 | +1.0% | 43,000 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,497,000 | +764.0% | 43,000 | +681.8% | 0.02% | +700.0% |
| Q4 2018 | $289,000 | -13.0% | 5,500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $332,000 | +0.3% | 5,500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $331,000 | -77.7% | 5,500 | -76.6% | 0.00% | -80.0% |
| Q1 2018 | $1,481,000 | -0.1% | 23,500 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $1,482,000 | +3.4% | 23,500 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $1,433,000 | +6.3% | 23,500 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $1,348,000 | +4.7% | 23,500 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $1,287,000 | – | 23,500 | – | 0.02% | – |
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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% |