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 | $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. | 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% |