ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,896,103 | +0.2% | 331,657 | +4.6% | 1.29% | +6.2% |
| Q2 2023 | $19,855,988 | +3.4% | 317,087 | +2.3% | 1.22% | -3.5% |
| Q1 2023 | $19,205,367 | +45.2% | 310,014 | +35.6% | 1.26% | +38.3% |
| Q4 2022 | $13,227,895 | +34.5% | 228,540 | +18.3% | 0.91% | +25.8% |
| Q3 2022 | $9,833,000 | -7.0% | 193,108 | +4.2% | 0.72% | +0.4% |
| Q2 2022 | $10,568,000 | -12.6% | 185,302 | -0.6% | 0.72% | +2.0% |
| Q1 2022 | $12,094,000 | -5.0% | 186,355 | +3.8% | 0.71% | +7.3% |
| Q4 2021 | $12,731,000 | +3.6% | 179,460 | +3.6% | 0.66% | -6.0% |
| Q3 2021 | $12,294,000 | +1.8% | 173,155 | +5.1% | 0.70% | +1.0% |
| Q2 2021 | $12,078,000 | +5.3% | 164,775 | +3.4% | 0.69% | +1.3% |
| Q1 2021 | $11,466,000 | +12.4% | 159,300 | +4.9% | 0.68% | +5.1% |
| Q4 2020 | $10,204,000 | +40.6% | 151,870 | +22.1% | 0.65% | +26.6% |
| Q3 2020 | $7,255,000 | +12.2% | 124,350 | +4.8% | 0.52% | +4.7% |
| Q2 2020 | $6,469,000 | – | 118,655 | – | 0.49% | – |
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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% |