Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,237
-7.3%
619,174
-4.4%
0.48%
-7.7%
Q2 2023$40,148
+8.8%
647,763
+8.1%
0.52%
+4.4%
Q1 2023$36,888
+4.8%
598,970
+0.5%
0.50%
+3.1%
Q4 2022$35,210
-99.9%
596,068
+0.1%
0.48%
+7.6%
Q3 2022$31,526,000
-1.1%
595,350
+7.1%
0.45%
+4.4%
Q2 2022$31,884,000
+111.9%
555,770
+150.1%
0.43%
+155.7%
Q1 2022$15,047,000
+88.2%
222,183
+97.2%
0.17%
+87.6%
Q4 2021$7,994,000
+64.8%
112,678
+65.0%
0.09%
+56.1%
Q3 2021$4,852,000
+141.9%
68,295
+151.1%
0.06%
+137.5%
Q2 2021$2,006,00027,1980.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders