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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $40,392 | +4.8% | 652 | -2.1% | 0.01% | 0.0% |
| Q4 2022 | $38,548 | +13.4% | 666 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -10.5% | 666 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $38,000 | -13.6% | 666 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | -2.2% | 666 | +5.9% | 0.01% | +10.0% |
| Q4 2021 | $45,000 | 0.0% | 629 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $45,000 | -2.2% | 629 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | +9.5% | 629 | +5.0% | 0.01% | +10.0% |
| Q1 2021 | $42,000 | – | 599 | – | 0.01% | – |
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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% |