ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,263,233 | -88.4% | 20,173 | -89.4% | 0.03% | -91.1% |
| Q2 2022 | $10,868,000 | -24.6% | 190,559 | -11.9% | 0.30% | -24.7% |
| Q1 2022 | $14,408,000 | +239.7% | 216,395 | +258.5% | 0.40% | +71.6% |
| Q1 2021 | $4,242,000 | +23.6% | 60,354 | +2.6% | 0.24% | -12.9% |
| Q3 2020 | $3,431,000 | +49.1% | 58,817 | +39.4% | 0.27% | +64.2% |
| Q2 2020 | $2,301,000 | +239.4% | 42,201 | +285.3% | 0.16% | +217.3% |
| Q4 2019 | $678,000 | +5.0% | 10,952 | -1.6% | 0.05% | -51.9% |
| Q1 2019 | $646,000 | -80.8% | 11,131 | -82.6% | 0.11% | -68.6% |
| Q4 2018 | $3,367,000 | +258.6% | 64,097 | +311.7% | 0.34% | +112.3% |
| Q3 2018 | $939,000 | +155.2% | 15,568 | +166.6% | 0.16% | +230.6% |
| Q1 2018 | $368,000 | -83.4% | 5,840 | -83.4% | 0.05% | -65.5% |
| Q4 2017 | $2,219,000 | -3.7% | 35,181 | -16.4% | 0.14% | +4.4% |
| Q2 2017 | $2,305,000 | 0.0% | 42,106 | 0.0% | 0.14% | -46.7% |
| Q1 2017 | $2,305,000 | -23.4% | 42,106 | -27.0% | 0.26% | +28.8% |
| Q3 2016 | $3,011,000 | +398.5% | 57,659 | +367.4% | 0.20% | +340.0% |
| Q2 2016 | $604,000 | +128.8% | 12,335 | +158.8% | 0.04% | -27.4% |
| Q1 2015 | $264,000 | +20.0% | 4,767 | +15.3% | 0.06% | +63.2% |
| Q4 2014 | $220,000 | – | 4,133 | – | 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% |