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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,279 | -4.3% | 20,158 | -0.1% | 0.02% | -10.0% |
| Q2 2023 | $1,264,173 | -1.1% | 20,188 | -2.1% | 0.02% | -16.7% |
| Q1 2023 | $1,277,720 | +7.1% | 20,625 | +0.1% | 0.02% | -17.2% |
| Q4 2022 | $1,192,675 | +1.9% | 20,606 | -10.3% | 0.03% | -19.4% |
| Q3 2022 | $1,170,000 | -28.0% | 22,972 | -19.3% | 0.04% | -26.5% |
| Q2 2022 | $1,624,000 | -27.5% | 28,481 | -15.3% | 0.05% | -32.9% |
| Q1 2022 | $2,239,000 | -11.7% | 33,623 | -6.0% | 0.07% | -11.0% |
| Q4 2021 | $2,537,000 | -20.2% | 35,768 | -20.1% | 0.08% | -29.3% |
| Q3 2021 | $3,180,000 | – | 44,785 | – | 0.12% | – |
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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% |