ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,946 | -4.2% | 5,450 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $341,279 | +22.5% | 5,450 | +21.2% | 0.03% | +18.2% |
| Q1 2023 | $278,652 | +8.8% | 4,498 | +1.7% | 0.02% | +4.8% |
| Q4 2022 | $256,003 | -39.5% | 4,423 | -46.7% | 0.02% | -44.7% |
| Q3 2022 | $423,000 | -10.8% | 8,303 | 0.0% | 0.04% | -11.6% |
| Q2 2022 | $474,000 | -14.3% | 8,303 | 0.0% | 0.04% | +2.4% |
| Q1 2022 | $553,000 | -7.5% | 8,303 | -1.4% | 0.04% | -2.3% |
| Q4 2021 | $598,000 | -0.8% | 8,423 | -0.8% | 0.04% | -8.5% |
| Q3 2021 | $603,000 | -3.2% | 8,495 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $623,000 | +4.5% | 8,495 | +0.1% | 0.05% | -2.0% |
| Q1 2021 | $596,000 | +0.2% | 8,485 | -4.2% | 0.05% | -3.9% |
| Q4 2020 | $595,000 | +12.7% | 8,859 | -2.1% | 0.05% | -1.9% |
| Q3 2020 | $528,000 | +5.8% | 9,051 | -1.0% | 0.05% | -1.9% |
| Q2 2020 | $499,000 | +9.2% | 9,146 | -5.9% | 0.05% | -10.2% |
| Q1 2020 | $457,000 | -28.3% | 9,722 | -5.6% | 0.06% | -7.8% |
| Q4 2019 | $637,000 | +6.5% | 10,297 | -0.5% | 0.06% | -1.5% |
| Q3 2019 | $598,000 | -3.4% | 10,352 | -1.9% | 0.06% | -3.0% |
| Q2 2019 | $619,000 | +1.1% | 10,551 | +0.1% | 0.07% | 0.0% |
| Q1 2019 | $612,000 | +20.9% | 10,541 | +9.4% | 0.07% | +8.1% |
| Q4 2018 | $506,000 | -26.9% | 9,637 | -16.0% | 0.06% | -15.1% |
| Q3 2018 | $692,000 | +1.6% | 11,477 | +1.3% | 0.07% | -5.2% |
| Q2 2018 | $681,000 | +4.6% | 11,333 | +9.7% | 0.08% | +1.3% |
| Q1 2018 | $651,000 | +28.4% | 10,330 | +28.5% | 0.08% | +35.7% |
| Q4 2017 | $507,000 | +47.8% | 8,036 | +43.1% | 0.06% | +40.0% |
| Q3 2017 | $343,000 | +51.1% | 5,617 | +41.8% | 0.04% | +42.9% |
| Q2 2017 | $227,000 | – | 3,960 | – | 0.03% | – |
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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% |