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 | $2,176,535 | -2.8% | 36,282 | +1.4% | 0.07% | +14.8% |
| Q2 2023 | $2,239,769 | +46.7% | 35,768 | +45.1% | 0.06% | +52.5% |
| Q1 2023 | $1,526,622 | +75.7% | 24,643 | +64.1% | 0.04% | -66.1% |
| Q4 2022 | $868,964 | +124.0% | 15,013 | +157.3% | 0.12% | +145.8% |
| Q1 2022 | $388,000 | -18.5% | 5,834 | -13.1% | 0.05% | -34.2% |
| Q3 2021 | $476,000 | -69.5% | 6,711 | -71.1% | 0.07% | +217.4% |
| Q4 2020 | $1,559,000 | -0.1% | 23,208 | -13.2% | 0.02% | -20.7% |
| Q3 2020 | $1,561,000 | +52.3% | 26,749 | +42.3% | 0.03% | +45.0% |
| Q2 2020 | $1,025,000 | +97.9% | 18,795 | +70.6% | 0.02% | +25.0% |
| Q1 2020 | $518,000 | +93.3% | 11,018 | +154.2% | 0.02% | +100.0% |
| Q4 2019 | $268,000 | +7.2% | 4,335 | +1.7% | 0.01% | -27.3% |
| Q2 2019 | $250,000 | -27.5% | 4,263 | -28.2% | 0.01% | -47.6% |
| Q1 2019 | $345,000 | -1.1% | 5,940 | -10.8% | 0.02% | -53.3% |
| Q4 2018 | $349,000 | – | 6,660 | – | 0.04% | – |
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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% |