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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,632,502 | -9.6% | 43,882 | -5.6% | 0.10% | -5.7% |
| Q2 2023 | $2,911,851 | +20.2% | 46,500 | +18.9% | 0.10% | +31.2% |
| Q1 2023 | $2,422,065 | +4.2% | 39,097 | -2.6% | 0.08% | -3.6% |
| Q4 2022 | $2,323,440 | +5.6% | 40,142 | -7.1% | 0.08% | -1.2% |
| Q3 2022 | $2,200,000 | -18.4% | 43,205 | -8.6% | 0.08% | -10.6% |
| Q2 2022 | $2,697,000 | -14.9% | 47,295 | -0.7% | 0.09% | -1.1% |
| Q1 2022 | $3,170,000 | -15.6% | 47,612 | -10.0% | 0.10% | -9.5% |
| Q4 2021 | $3,754,000 | -8.6% | 52,914 | -8.6% | 0.10% | -15.3% |
| Q3 2021 | $4,109,000 | -5.1% | 57,875 | -2.0% | 0.12% | -3.9% |
| Q2 2021 | $4,328,000 | +2.7% | 59,039 | -1.5% | 0.13% | -4.4% |
| Q1 2021 | $4,213,000 | +13.0% | 59,950 | +8.1% | 0.14% | +6.3% |
| Q4 2020 | $3,728,000 | +17.6% | 55,481 | +2.1% | 0.13% | +1.6% |
| Q3 2020 | $3,170,000 | -2.8% | 54,338 | -9.1% | 0.12% | -12.6% |
| Q2 2020 | $3,260,000 | +8.3% | 59,803 | -6.6% | 0.14% | -20.1% |
| Q1 2020 | $3,011,000 | -33.8% | 64,043 | -12.8% | 0.18% | -6.8% |
| Q4 2019 | $4,548,000 | -8.7% | 73,479 | -14.8% | 0.19% | -19.7% |
| Q3 2019 | $4,984,000 | +1.6% | 86,285 | +3.1% | 0.24% | -5.5% |
| Q2 2019 | $4,906,000 | -15.5% | 83,671 | -16.3% | 0.25% | -23.1% |
| Q1 2019 | $5,803,000 | +27.8% | 99,929 | +15.6% | 0.33% | -0.3% |
| Q4 2018 | $4,540,000 | -14.0% | 86,422 | -1.3% | 0.33% | +6.1% |
| Q3 2018 | $5,282,000 | -0.2% | 87,576 | -0.5% | 0.31% | -12.1% |
| Q2 2018 | $5,294,000 | -7.8% | 88,042 | -3.3% | 0.35% | -15.7% |
| Q1 2018 | $5,741,000 | +26.1% | 91,070 | +26.2% | 0.42% | +19.7% |
| Q4 2017 | $4,551,000 | +28.3% | 72,146 | +24.0% | 0.35% | +19.8% |
| Q3 2017 | $3,547,000 | +55.9% | 58,173 | +46.7% | 0.29% | +36.9% |
| Q2 2017 | $2,275,000 | +22.6% | 39,667 | +17.1% | 0.21% | +18.9% |
| Q1 2017 | $1,855,000 | +93.6% | 33,885 | +78.5% | 0.18% | +71.4% |
| Q4 2016 | $958,000 | +19.2% | 18,982 | +23.2% | 0.10% | +10.5% |
| Q3 2016 | $804,000 | +5.2% | 15,405 | -1.3% | 0.10% | -5.0% |
| Q2 2016 | $764,000 | +12.7% | 15,614 | +13.9% | 0.10% | +7.5% |
| Q1 2016 | $678,000 | -6.4% | 13,709 | -6.3% | 0.09% | -7.9% |
| Q4 2015 | $724,000 | +8.4% | 14,623 | +6.9% | 0.10% | -4.7% |
| Q3 2015 | $668,000 | -52.3% | 13,674 | -46.2% | 0.11% | -45.1% |
| Q2 2015 | $1,400,000 | -16.7% | 25,409 | -16.3% | 0.19% | -13.5% |
| Q1 2015 | $1,681,000 | +272.7% | 30,350 | +258.5% | 0.22% | +271.7% |
| Q4 2014 | $451,000 | – | 8,466 | – | 0.06% | – |
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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% |