ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,394,206 | -4.2% | 39,910 | -0.0% | 1.78% | -1.8% |
Q2 2023 | $2,499,968 | -5.7% | 39,922 | -6.7% | 1.81% | -11.4% |
Q1 2023 | $2,650,560 | +10.3% | 42,784 | +3.0% | 2.04% | -4.0% |
Q4 2022 | $2,403,166 | +13.5% | 41,519 | -0.1% | 2.12% | +4.4% |
Q3 2022 | $2,117,000 | +0.1% | 41,557 | +12.1% | 2.03% | +8.0% |
Q2 2022 | $2,114,000 | -13.8% | 37,073 | +0.6% | 1.88% | +3.3% |
Q1 2022 | $2,453,000 | -4.1% | 36,836 | +2.1% | 1.82% | +3.8% |
Q4 2021 | $2,558,000 | +0.9% | 36,063 | +1.0% | 1.76% | -9.2% |
Q3 2021 | $2,536,000 | -2.7% | 35,716 | +0.4% | 1.94% | -4.7% |
Q2 2021 | $2,607,000 | +236.0% | 35,569 | +221.6% | 2.03% | +211.5% |
Q1 2021 | $776,000 | -6.4% | 11,059 | -10.5% | 0.65% | -8.4% |
Q4 2020 | $829,000 | +7.1% | 12,350 | -6.9% | 0.71% | +1.3% |
Q3 2020 | $774,000 | +2.9% | 13,269 | -3.9% | 0.70% | -3.8% |
Q2 2020 | $752,000 | +28.8% | 13,804 | +11.0% | 0.73% | +1.5% |
Q1 2020 | $584,000 | -18.4% | 12,436 | +7.4% | 0.72% | -0.3% |
Q4 2019 | $716,000 | – | 11,581 | – | 0.72% | – |
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% |