ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,399,600 | -4.2% | 40,000 | 0.0% | 0.07% | +12.5% |
| Q2 2023 | $2,504,800 | +1.1% | 40,000 | 0.0% | 0.06% | -3.0% |
| Q1 2023 | $2,478,000 | +7.0% | 40,000 | 0.0% | 0.07% | +1.5% |
| Q4 2022 | $2,315,200 | +13.7% | 40,000 | 0.0% | 0.06% | +6.6% |
| Q3 2022 | $2,037,000 | -10.7% | 40,000 | 0.0% | 0.06% | +10.9% |
| Q2 2022 | $2,281,000 | -14.3% | 40,000 | 0.0% | 0.06% | +5.8% |
| Q1 2022 | $2,663,000 | -6.2% | 40,000 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $2,838,000 | -0.1% | 40,000 | 0.0% | 0.05% | -10.3% |
| Q3 2021 | $2,840,000 | -3.1% | 40,000 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $2,932,000 | +4.3% | 40,000 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $2,811,000 | +4.6% | 40,000 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $2,688,000 | +15.2% | 40,000 | 0.0% | 0.06% | +7.0% |
| Q3 2020 | $2,334,000 | +7.0% | 40,000 | 0.0% | 0.06% | +1.8% |
| Q2 2020 | $2,181,000 | +16.0% | 40,000 | 0.0% | 0.06% | +5.7% |
| Q1 2020 | $1,880,000 | -24.1% | 40,000 | 0.0% | 0.05% | -3.6% |
| Q4 2019 | $2,476,000 | +7.2% | 40,000 | 0.0% | 0.06% | +3.8% |
| Q3 2019 | $2,310,000 | -1.5% | 40,000 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $2,346,000 | +1.0% | 40,000 | 0.0% | 0.05% | -1.8% |
| Q1 2019 | $2,323,000 | +10.6% | 40,000 | 0.0% | 0.06% | -1.8% |
| Q4 2018 | $2,101,000 | -12.9% | 40,000 | 0.0% | 0.06% | -1.8% |
| Q3 2018 | $2,412,000 | +0.3% | 40,000 | 0.0% | 0.06% | -5.0% |
| Q2 2018 | $2,405,000 | -4.6% | 40,000 | 0.0% | 0.06% | -7.7% |
| Q1 2018 | $2,522,000 | -0.0% | 40,000 | 0.0% | 0.06% | +4.8% |
| Q4 2017 | $2,523,000 | +3.4% | 40,000 | 0.0% | 0.06% | -1.6% |
| Q3 2017 | $2,439,000 | +6.3% | 40,000 | 0.0% | 0.06% | +5.0% |
| Q2 2017 | $2,294,000 | +4.7% | 40,000 | 0.0% | 0.06% | +1.7% |
| Q1 2017 | $2,190,000 | +8.4% | 40,000 | 0.0% | 0.06% | +9.3% |
| Q4 2016 | $2,020,000 | +93.5% | 40,000 | +100.0% | 0.05% | +92.9% |
| Q3 2016 | $1,044,000 | +6.6% | 20,000 | 0.0% | 0.03% | +3.7% |
| Q2 2016 | $979,000 | – | 20,000 | – | 0.03% | – |
Download | ||||||
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% |