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 | $537,150 | -3.3% | 8,954 | +0.9% | 0.13% | +0.8% |
| Q2 2023 | $555,627 | +12.9% | 8,873 | +11.7% | 0.13% | +4.1% |
| Q1 2023 | $492,317 | +12.4% | 7,947 | +5.0% | 0.12% | +0.8% |
| Q4 2022 | $438,094 | +12.6% | 7,569 | -1.0% | 0.12% | +10.0% |
| Q3 2022 | $389,000 | -16.0% | 7,647 | -5.8% | 0.11% | -15.4% |
| Q2 2022 | $463,000 | -13.5% | 8,114 | +0.9% | 0.13% | +8.3% |
| Q1 2022 | $535,000 | -5.1% | 8,040 | +1.1% | 0.12% | +5.3% |
| Q4 2021 | $564,000 | -17.7% | 7,950 | -17.6% | 0.11% | -25.5% |
| Q3 2021 | $685,000 | -4.1% | 9,650 | -0.9% | 0.15% | -2.5% |
| Q2 2021 | $714,000 | +3.5% | 9,734 | -0.8% | 0.16% | -6.5% |
| Q1 2021 | $690,000 | +3.9% | 9,812 | -0.7% | 0.17% | +0.6% |
| Q4 2020 | $664,000 | +2.2% | 9,884 | -11.3% | 0.17% | -11.6% |
| Q3 2020 | $650,000 | +3.3% | 11,139 | -3.5% | 0.19% | -6.4% |
| Q2 2020 | $629,000 | +10.2% | 11,541 | -4.9% | 0.20% | -9.4% |
| Q1 2020 | $571,000 | -18.8% | 12,142 | +6.8% | 0.22% | 0.0% |
| Q4 2019 | $703,000 | +6.4% | 11,365 | -0.7% | 0.22% | 0.0% |
| Q3 2019 | $661,000 | -4.8% | 11,441 | -3.3% | 0.22% | -4.3% |
| Q2 2019 | $694,000 | +13.6% | 11,830 | +12.4% | 0.23% | +7.9% |
| Q1 2019 | $611,000 | +19.8% | 10,529 | +8.5% | 0.22% | 0.0% |
| Q4 2018 | $510,000 | -22.4% | 9,706 | -10.9% | 0.22% | +1.4% |
| Q3 2018 | $657,000 | +9.0% | 10,894 | +8.6% | 0.21% | -2.3% |
| Q2 2018 | $603,000 | -19.5% | 10,031 | -15.6% | 0.22% | -19.6% |
| Q1 2018 | $749,000 | +21.0% | 11,882 | +21.0% | 0.27% | +24.3% |
| Q4 2017 | $619,000 | -8.0% | 9,817 | -11.1% | 0.22% | -11.0% |
| Q3 2017 | $673,000 | +50.2% | 11,040 | +41.3% | 0.24% | +43.3% |
| Q2 2017 | $448,000 | -0.7% | 7,812 | -5.1% | 0.17% | +1.8% |
| Q1 2017 | $451,000 | +21.2% | 8,234 | +11.8% | 0.17% | +19.1% |
| Q4 2016 | $372,000 | +68.3% | 7,364 | +73.7% | 0.14% | +69.9% |
| Q3 2016 | $221,000 | – | 4,240 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |