ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,924,056 | -5.7% | 48,742 | -1.5% | 0.07% | -4.3% |
| Q2 2023 | $3,099,793 | +6.3% | 49,502 | +5.1% | 0.07% | -1.4% |
| Q1 2023 | $2,916,534 | -2.0% | 47,079 | -0.5% | 0.07% | -14.6% |
| Q4 2022 | $2,975,784 | +516.1% | 47,304 | +398.7% | 0.08% | +355.6% |
| Q3 2022 | $483,000 | -13.1% | 9,485 | -2.7% | 0.02% | -5.3% |
| Q2 2022 | $556,000 | -15.8% | 9,749 | -1.7% | 0.02% | -26.9% |
| Q1 2022 | $660,000 | -4.3% | 9,913 | +1.9% | 0.03% | -7.1% |
| Q4 2021 | $690,000 | -46.6% | 9,727 | -46.5% | 0.03% | -53.3% |
| Q3 2021 | $1,292,000 | +84.8% | 18,197 | +90.8% | 0.06% | +87.5% |
| Q2 2021 | $699,000 | +4.6% | 9,536 | +0.3% | 0.03% | -8.6% |
| Q1 2021 | $668,000 | +2.6% | 9,505 | -1.9% | 0.04% | -25.5% |
| Q4 2020 | $651,000 | +17.3% | 9,689 | +1.9% | 0.05% | -2.1% |
| Q3 2020 | $555,000 | +15.1% | 9,513 | +7.6% | 0.05% | +4.3% |
| Q2 2020 | $482,000 | +16.1% | 8,841 | +0.1% | 0.05% | +7.0% |
| Q1 2020 | $415,000 | +764.6% | 8,828 | +1010.4% | 0.04% | +760.0% |
| Q2 2018 | $48,000 | – | 795 | – | 0.01% | – |
Download | ||||||
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% |