ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
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. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |