ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761,873 | -4.2% | 12,700 | 0.0% | 0.20% | -6.8% |
| Q2 2023 | $795,274 | -46.3% | 12,700 | -46.9% | 0.22% | -49.8% |
| Q1 2023 | $1,482,154 | +72768.9% | 23,925 | -31.9% | 0.44% | -35.1% |
| Q4 2022 | $2,034 | -99.9% | 35,150 | -4.8% | 0.68% | -15.1% |
| Q3 2022 | $1,880,000 | -18.0% | 36,918 | -8.2% | 0.80% | -27.1% |
| Q2 2022 | $2,293,000 | -41.0% | 40,200 | -31.2% | 1.09% | -23.8% |
| Q1 2022 | $3,888,000 | -6.2% | 58,400 | 0.0% | 1.43% | -15.5% |
| Q4 2021 | $4,143,000 | -0.1% | 58,400 | 0.0% | 1.69% | +30.1% |
| Q3 2021 | $4,146,000 | -2.7% | 58,400 | +0.3% | 1.30% | -4.8% |
| Q2 2021 | $4,260,000 | +2.3% | 58,225 | 0.0% | 1.37% | +2.8% |
| Q1 2021 | $4,165,000 | – | 58,225 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |