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 | $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 | $2,006,000 | – | 27,198 | – | 0.02% | – |
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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% |