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 | $8,152,641 | -10.6% | 135,900 | -6.7% | 0.12% | -14.0% |
| Q2 2023 | $9,123,734 | -28.3% | 145,700 | -29.0% | 0.14% | -35.2% |
| Q1 2023 | $12,718,335 | -20.2% | 205,300 | -25.5% | 0.21% | -33.1% |
| Q4 2022 | $15,940,152 | +13.7% | 275,400 | 0.0% | 0.31% | +6.8% |
| Q3 2022 | $14,023,000 | -22.7% | 275,400 | -13.4% | 0.29% | -46.1% |
| Q2 2022 | $18,141,000 | -19.8% | 318,100 | -6.4% | 0.54% | +1.9% |
| Q1 2022 | $22,617,000 | -10.0% | 339,700 | -4.1% | 0.54% | +15.8% |
| Q4 2021 | $25,141,000 | +54.1% | 354,400 | +54.2% | 0.46% | +71.7% |
| Q3 2021 | $16,316,000 | -16.4% | 229,800 | -13.7% | 0.27% | -14.3% |
| Q2 2021 | $19,527,000 | -16.8% | 266,400 | -20.2% | 0.31% | -26.1% |
| Q1 2021 | $23,466,000 | +8.3% | 333,900 | +3.6% | 0.42% | +24.6% |
| Q4 2020 | $21,662,000 | +14.5% | 322,400 | -0.6% | 0.34% | +11.1% |
| Q3 2020 | $18,913,000 | +83.2% | 324,200 | +71.2% | 0.31% | +51.2% |
| Q2 2020 | $10,326,000 | -30.8% | 189,400 | -40.3% | 0.20% | -46.3% |
| Q1 2020 | $14,916,000 | +46.1% | 317,300 | +92.4% | 0.38% | +58.8% |
| Q4 2019 | $10,207,000 | -27.4% | 164,900 | -32.2% | 0.24% | -37.2% |
| Q3 2019 | $14,053,000 | -13.5% | 243,300 | -12.1% | 0.38% | -14.8% |
| Q2 2019 | $16,237,000 | +229.0% | 276,900 | +225.8% | 0.44% | +192.8% |
| Q1 2019 | $4,936,000 | – | 85,000 | – | 0.15% | – |
Download | ||||||
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% |