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 | $1,659,023 | -5.3% | 27,655 | -1.1% | 0.37% | +0.3% |
| Q2 2023 | $1,751,481 | +0.7% | 27,970 | -0.4% | 0.37% | -5.1% |
| Q1 2023 | $1,738,937 | +7.0% | 28,070 | 0.0% | 0.39% | +2.1% |
| Q4 2022 | $1,624,692 | -20.0% | 28,070 | -29.6% | 0.38% | -23.5% |
| Q3 2022 | $2,030,000 | -17.8% | 39,875 | -8.0% | 0.50% | -10.9% |
| Q2 2022 | $2,471,000 | – | 43,325 | – | 0.56% | – |
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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% |