ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,727,280 | +6.7% | 45,462 | +11.4% | 0.03% | +6.9% |
| Q2 2023 | $2,556,533 | +1.1% | 40,826 | +0.0% | 0.03% | -6.5% |
| Q1 2023 | $2,528,501 | +12.9% | 40,815 | +5.5% | 0.03% | +3.3% |
| Q4 2022 | $2,240,109 | +162.0% | 38,703 | +130.5% | 0.03% | +130.8% |
| Q3 2022 | $855,000 | -19.1% | 16,790 | -9.4% | 0.01% | -18.8% |
| Q2 2022 | $1,057,000 | -19.3% | 18,541 | -5.9% | 0.02% | -11.1% |
| Q1 2022 | $1,310,000 | +41.2% | 19,711 | +50.7% | 0.02% | +28.6% |
| Q4 2021 | $928,000 | -18.1% | 13,077 | -18.0% | 0.01% | -26.3% |
| Q3 2021 | $1,133,000 | -14.2% | 15,943 | -11.5% | 0.02% | -20.8% |
| Q2 2021 | $1,321,000 | -10.9% | 18,011 | -14.4% | 0.02% | -25.0% |
| Q1 2021 | $1,483,000 | +25.1% | 21,046 | +19.5% | 0.03% | +14.3% |
| Q4 2020 | $1,185,000 | -9.9% | 17,613 | -21.4% | 0.03% | +33.3% |
| Q3 2020 | $1,315,000 | +236.3% | 22,399 | +212.7% | 0.02% | +90.9% |
| Q2 2020 | $391,000 | -16.8% | 7,162 | -28.5% | 0.01% | -21.4% |
| Q1 2020 | $470,000 | -49.4% | 10,015 | -33.0% | 0.01% | -36.4% |
| Q4 2019 | $929,000 | +14.1% | 14,950 | +5.8% | 0.02% | -33.3% |
| Q3 2019 | $814,000 | +13.7% | 14,128 | +15.6% | 0.03% | +3.1% |
| Q2 2019 | $716,000 | +10.5% | 12,218 | +9.4% | 0.03% | -5.9% |
| Q1 2019 | $648,000 | +178.1% | 11,165 | +152.7% | 0.03% | -12.8% |
| Q4 2018 | $233,000 | – | 4,418 | – | 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% |