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 | $273,734 | -10.1% | 4,563 | -6.1% | 0.02% | -10.5% |
| Q2 2023 | $304,458 | +1.1% | 4,862 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $301,201 | -48.3% | 4,862 | -51.7% | 0.02% | -55.6% |
| Q4 2022 | $582,678 | +109.6% | 10,067 | +84.3% | 0.04% | +95.7% |
| Q3 2022 | $278,000 | -96.6% | 5,462 | -96.2% | 0.02% | -96.7% |
| Q2 2022 | $8,220,000 | +1564.0% | 144,142 | +1842.6% | 0.70% | +1841.7% |
| Q1 2022 | $494,000 | -7.0% | 7,420 | -0.8% | 0.04% | -5.3% |
| Q4 2021 | $531,000 | +7.5% | 7,480 | +7.5% | 0.04% | -2.6% |
| Q3 2021 | $494,000 | -19.7% | 6,955 | -17.1% | 0.04% | -20.4% |
| Q2 2021 | $615,000 | -9.2% | 8,388 | -13.0% | 0.05% | -14.0% |
| Q1 2021 | $677,000 | +8.8% | 9,638 | +4.1% | 0.06% | 0.0% |
| Q4 2020 | $622,000 | +50.2% | 9,258 | +30.3% | 0.06% | +29.5% |
| Q3 2020 | $414,000 | +13.7% | 7,103 | +6.5% | 0.04% | +10.0% |
| Q2 2020 | $364,000 | – | 6,668 | – | 0.04% | – |
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% |