ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,994 | -10.8% | 6,651 | -6.9% | 0.02% | -4.2% |
| Q2 2023 | $447,420 | -18.3% | 7,145 | -19.1% | 0.02% | -17.2% |
| Q1 2023 | $547,391 | +4.9% | 8,836 | -2.0% | 0.03% | +11.5% |
| Q4 2022 | $521,829 | -13.5% | 9,016 | -23.9% | 0.03% | -29.7% |
| Q3 2022 | $603,000 | -7.2% | 11,844 | +3.9% | 0.04% | 0.0% |
| Q2 2022 | $650,000 | -7.9% | 11,395 | +7.5% | 0.04% | +8.8% |
| Q1 2022 | $706,000 | +148.6% | 10,597 | +164.5% | 0.03% | +142.9% |
| Q4 2021 | $284,000 | – | 4,006 | – | 0.01% | – |
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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% |