ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 643 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $651,481 | +17.8% | 9,643 | +18.3% | 0.00% | – |
| Q1 2024 | $553,127 | -81.4% | 8,151 | -82.2% | 0.00% | -100.0% |
| Q4 2023 | $2,968,794 | +82.1% | 45,723 | +68.3% | 0.00% | 0.0% |
| Q3 2023 | $1,629,988 | +91062.6% | 27,171 | -5.9% | 0.00% | 0.0% |
| Q1 2023 | $1,788 | +63.3% | 28,869 | +52.5% | 0.00% | 0.0% |
| Q4 2022 | $1,095 | -100.0% | 18,925 | -75.4% | 0.00% | -50.0% |
| Q3 2022 | $3,923,000 | +99.9% | 77,044 | +163.9% | 0.00% | +100.0% |
| Q4 2020 | $1,962,000 | +367.1% | 29,197 | +305.7% | 0.00% | 0.0% |
| Q3 2020 | $420,000 | -56.2% | 7,197 | -53.5% | 0.00% | 0.0% |
| Q4 2019 | $958,000 | – | 15,482 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 707,867 | $47,823,376 | 25.12% |
| Acorns Advisers, LLC | 30,321,375 | $2,048,512 | 21.93% |
| AMICA MUTUAL INSURANCE CO | 2,573,499 | $173,777 | 17.27% |
| Tiller Private Wealth, Inc. | 492,405 | $33,266,854 | 14.60% |
| MontVue Capital Management, Inc. | 224,695 | $15,180,398 | 12.08% |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 193,101 | $13,045,909 | 11.12% |
| TRUE Private Wealth Advisors | 1,396,798 | $94,367,686 | 10.68% |
| Magnolia Wealth Management, LLC | 203,576 | $13,753,627 | 10.38% |
| Astoria Strategic Wealth, Inc. | 485,005 | $32,766,938 | 10.14% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,962,386 | $200,138,798 | 10.05% |