ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,162 | -4.6% | 10,554 | -0.4% | 0.03% | -3.0% |
| Q2 2023 | $663,562 | +1.7% | 10,597 | +0.6% | 0.03% | -10.8% |
| Q1 2023 | $652,452 | +7.5% | 10,532 | +0.5% | 0.04% | +2.8% |
| Q4 2022 | $606,720 | +5.7% | 10,482 | -7.0% | 0.04% | +5.9% |
| Q3 2022 | $574,000 | -10.7% | 11,269 | -0.1% | 0.03% | -8.1% |
| Q2 2022 | $643,000 | -13.2% | 11,281 | +1.4% | 0.04% | +5.7% |
| Q1 2022 | $741,000 | -19.5% | 11,124 | -14.4% | 0.04% | -18.6% |
| Q4 2021 | $921,000 | +0.7% | 12,989 | +0.8% | 0.04% | -8.5% |
| Q3 2021 | $915,000 | -4.1% | 12,892 | -1.0% | 0.05% | -4.1% |
| Q2 2021 | $954,000 | +4.7% | 13,020 | +0.4% | 0.05% | -9.3% |
| Q1 2021 | $911,000 | +4.5% | 12,967 | -0.1% | 0.05% | 0.0% |
| Q4 2020 | $872,000 | +25.3% | 12,978 | +8.8% | 0.05% | +12.5% |
| Q3 2020 | $696,000 | +88.6% | 11,931 | +76.4% | 0.05% | +60.0% |
| Q2 2020 | $369,000 | -10.0% | 6,765 | -22.4% | 0.03% | -30.2% |
| Q1 2020 | $410,000 | – | 8,713 | – | 0.04% | – |
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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% |