ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 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% |