Soros Fund Management - ISHARES TR ownership

ISHARES TR's ticker is MUB and the CUSIP is 464288414. A total of 1,189 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.


iShares TR is a popular exchange-traded fund (ETF) that tracks the performance of the S&P 500 index. The fund is managed by BlackRock, one of the largest asset management companies in the world. The ETF is designed to provide investors with exposure to the largest and most liquid companies in the US stock market.

One of the key benefits of investing in iShares TR is its low expense ratio. The fund charges an annual fee of just 0.03%, making it one of the cheapest ETFs available to investors. This low cost structure allows investors to keep more of their returns and can have a significant impact on long-term investment performance.

Another advantage of iShares TR is its diversification. The fund holds over 500 stocks, providing investors with exposure to a wide range of industries and sectors. This diversification can help to reduce risk and volatility in a portfolio.

Investors should be aware that iShares TR is not a guaranteed investment and its value can fluctuate. It is important to do your own research and consider your investment goals and risk tolerance before investing in any ETF.

Overall, iShares TR is a solid choice for investors looking for exposure to the US stock market. Its low expense ratio and diversification make it an attractive option for long-term investors.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Soros Fund Management ownership history of ISHARES TR
Q3 2023$24,753,156
Q2 2023$25,764,622
Q1 2023$26,008,436
Q4 2022$25,472,528
Q3 2022$24,763,000
Q2 2022$25,675,000
Q1 2022$26,467,000
Q4 2021$28,070,000
Q3 2021$28,043,000
Q2 2021$28,292,000
Q1 2021$28,014,000
Q4 2020$28,292,000
Q3 2020$27,986,000
Q2 2020$27,858,000
Q1 2020$27,281,000241,4001.38%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ALLSTATE CORP 3,160,306$324,057,77818.94%
Ackerman Capital Advisors, LLC 619,227$63,495,53717.68%
Arkos Global Advisors 708,556$72,65514.80%
Williams Financial, LLC 187,305$19,206,25514.58%
Mosaic Advisors LLC 147,518$15,126,45113.84%
Kingdom Financial Group LLC. 122,794$12,591,31011.86%
HBC Financial Services, PLLC 130,255$13,35610.02%
OXFORD FINANCIAL GROUP, LTD. LLC 983,581$100,856,4368.72%
Wavelength Capital Management, LLC 70,933$7,273,4708.46%
Alaska Wealth Advisors 503,065$51,584,2468.22%
View complete list of ISHARES TR shareholders