ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 265 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,347,914 | +38.1% | 149,280 | +36.6% | 0.07% | +25.9% |
| Q1 2023 | $6,769,896 | +48780.1% | 109,280 | -54.3% | 0.06% | -50.4% |
| Q4 2022 | $13,850 | -99.9% | 239,280 | -29.5% | 0.12% | -32.8% |
| Q3 2022 | $17,276,000 | +53.4% | 339,280 | +71.8% | 0.17% | +45.0% |
| Q2 2022 | $11,260,000 | +181.9% | 197,440 | +229.1% | 0.12% | +207.7% |
| Q1 2022 | $3,995,000 | -11.4% | 60,000 | -5.6% | 0.04% | -17.0% |
| Q4 2021 | $4,508,000 | -40.1% | 63,540 | -40.1% | 0.05% | -46.6% |
| Q3 2021 | $7,526,000 | +99.7% | 106,000 | +106.2% | 0.09% | +109.5% |
| Q2 2021 | $3,768,000 | +4.3% | 51,400 | 0.0% | 0.04% | -4.5% |
| Q1 2021 | $3,612,000 | -48.0% | 51,400 | -50.3% | 0.04% | -55.1% |
| Q4 2020 | $6,947,000 | +43.5% | 103,400 | +24.6% | 0.10% | +3.2% |
| Q3 2020 | $4,842,000 | +160.7% | 83,000 | +176.7% | 0.10% | +187.9% |
| Q4 2019 | $1,857,000 | -62.2% | 30,000 | -64.7% | 0.03% | -62.1% |
| Q3 2019 | $4,910,000 | -3.9% | 85,000 | 0.0% | 0.09% | +26.1% |
| Q2 2018 | $5,111,000 | – | 85,000 | – | 0.07% | – |
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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% |