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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,315,083 | +1.1% | 21,001 | 0.0% | 0.20% | +9.7% |
| Q1 2023 | $1,301,012 | +7.0% | 21,001 | 0.0% | 0.18% | -4.1% |
| Q4 2022 | $1,215,538 | +13.7% | 21,001 | 0.0% | 0.19% | -55.0% |
| Q3 2022 | $1,069,000 | -10.8% | 21,001 | 0.0% | 0.43% | +7.8% |
| Q2 2022 | $1,198,000 | -14.3% | 21,001 | 0.0% | 0.40% | +0.8% |
| Q1 2022 | $1,398,000 | -6.2% | 21,001 | 0.0% | 0.40% | -1.2% |
| Q4 2021 | $1,490,000 | -0.1% | 21,001 | 0.0% | 0.40% | -6.8% |
| Q3 2021 | $1,491,000 | -3.1% | 21,001 | 0.0% | 0.43% | -19.7% |
| Q2 2021 | $1,539,000 | +4.3% | 21,001 | 0.0% | 0.53% | -1.1% |
| Q1 2021 | $1,476,000 | +42.3% | 21,001 | +36.1% | 0.54% | +13.0% |
| Q4 2020 | $1,037,000 | +15.2% | 15,432 | 0.0% | 0.48% | -3.0% |
| Q3 2020 | $900,000 | +7.0% | 15,432 | 0.0% | 0.49% | +4.4% |
| Q2 2020 | $841,000 | +16.0% | 15,432 | 0.0% | 0.47% | +25.2% |
| Q1 2020 | $725,000 | -24.1% | 15,432 | 0.0% | 0.38% | -35.7% |
| Q4 2019 | $955,000 | +7.2% | 15,432 | 0.0% | 0.59% | +3.5% |
| Q3 2019 | $891,000 | +0.6% | 15,432 | +2.2% | 0.57% | +42.6% |
| Q2 2019 | $886,000 | -4.8% | 15,105 | -5.8% | 0.40% | -40.4% |
| Q1 2019 | $931,000 | +11.1% | 16,038 | +0.6% | 0.67% | +22.2% |
| Q4 2018 | $838,000 | -8.9% | 15,944 | +4.5% | 0.54% | -15.9% |
| Q3 2018 | $920,000 | +0.3% | 15,257 | 0.0% | 0.65% | -25.3% |
| Q2 2018 | $917,000 | -4.7% | 15,257 | 0.0% | 0.87% | -4.3% |
| Q1 2018 | $962,000 | +1.6% | 15,257 | +1.7% | 0.91% | -7.2% |
| Q4 2017 | $947,000 | – | 15,007 | – | 0.98% | – |
Download | ||||||
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% |