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 | $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. | 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% |