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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,527,853 | -22.2% | 58,808 | -18.7% | 1.55% | -23.1% |
| Q2 2023 | $4,531,983 | -1.3% | 72,373 | -1.4% | 2.01% | -7.3% |
| Q1 2023 | $4,593,973 | +31.9% | 73,390 | +21.9% | 2.17% | +24.9% |
| Q4 2022 | $3,483,861 | +67.5% | 60,192 | +47.3% | 1.74% | +54.4% |
| Q3 2022 | $2,080,000 | +22.5% | 40,850 | +37.2% | 1.13% | +32.2% |
| Q2 2022 | $1,698,000 | +21.8% | 29,770 | +42.2% | 0.85% | +42.7% |
| Q1 2022 | $1,394,000 | +19.7% | 20,933 | +27.5% | 0.60% | +27.3% |
| Q4 2021 | $1,165,000 | +44.2% | 16,424 | +44.2% | 0.47% | +24.1% |
| Q3 2021 | $808,000 | +90.1% | 11,386 | +96.3% | 0.38% | +86.2% |
| Q2 2021 | $425,000 | +56.8% | 5,801 | +50.6% | 0.20% | +41.0% |
| Q1 2021 | $271,000 | +21.5% | 3,851 | +16.0% | 0.14% | +19.0% |
| Q4 2020 | $223,000 | +5.7% | 3,319 | -2.6% | 0.12% | -14.2% |
| Q4 2019 | $211,000 | -10.2% | 3,406 | -15.1% | 0.14% | -20.8% |
| Q2 2019 | $235,000 | -1.3% | 4,012 | -1.9% | 0.18% | -8.7% |
| Q1 2019 | $238,000 | +9.7% | 4,091 | -1.0% | 0.20% | -14.1% |
| Q4 2018 | $217,000 | -6.1% | 4,134 | +8.0% | 0.23% | +24.7% |
| Q3 2018 | $231,000 | +1.3% | 3,827 | +0.8% | 0.18% | -2.2% |
| Q2 2018 | $228,000 | +9.1% | 3,797 | +14.6% | 0.19% | +2.2% |
| Q1 2018 | $209,000 | – | 3,313 | – | 0.18% | – |
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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% |