ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,026,376 | -8.1% | 50,448 | -4.1% | 0.37% | -3.9% |
| Q2 2023 | $3,292,560 | -1.6% | 52,580 | -2.6% | 0.39% | -5.4% |
| Q1 2023 | $3,344,557 | -23.3% | 53,988 | -28.4% | 0.41% | -26.9% |
| Q4 2022 | $4,361,605 | -51.9% | 75,356 | -57.6% | 0.56% | -51.3% |
| Q3 2022 | $9,060,000 | +232.5% | 177,926 | +272.3% | 1.15% | +284.6% |
| Q2 2022 | $2,725,000 | -22.9% | 47,788 | -10.0% | 0.30% | -13.4% |
| Q1 2022 | $3,534,000 | -24.3% | 53,082 | -19.4% | 0.34% | -19.8% |
| Q4 2021 | $4,670,000 | +36.8% | 65,829 | +36.9% | 0.43% | +30.0% |
| Q3 2021 | $3,413,000 | -3.7% | 48,070 | -0.5% | 0.33% | -3.2% |
| Q2 2021 | $3,543,000 | -4.5% | 48,334 | -8.4% | 0.34% | -8.3% |
| Q1 2021 | $3,710,000 | -0.2% | 52,792 | -4.6% | 0.37% | -3.9% |
| Q4 2020 | $3,718,000 | +21.9% | 55,329 | +5.8% | 0.39% | +11.5% |
| Q3 2020 | $3,051,000 | +9.8% | 52,292 | +2.6% | 0.35% | +2.7% |
| Q2 2020 | $2,778,000 | +82.8% | 50,961 | +57.6% | 0.34% | +64.9% |
| Q1 2020 | $1,520,000 | -79.6% | 32,332 | -73.1% | 0.20% | -76.9% |
| Q4 2019 | $7,443,000 | +3.7% | 120,235 | -3.2% | 0.89% | +0.5% |
| Q3 2019 | $7,174,000 | -7.5% | 124,200 | -6.1% | 0.88% | -17.6% |
| Q2 2019 | $7,756,000 | +1.8% | 132,270 | +0.8% | 1.07% | -1.4% |
| Q1 2019 | $7,621,000 | -0.0% | 131,244 | -9.6% | 1.09% | -7.8% |
| Q4 2018 | $7,623,000 | +8096.8% | 145,123 | +9299.2% | 1.18% | +10609.1% |
| Q3 2018 | $93,000 | 0.0% | 1,544 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $93,000 | -4.1% | 1,544 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $97,000 | 0.0% | 1,544 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $97,000 | +3.2% | 1,544 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $94,000 | +5.6% | 1,544 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $89,000 | -89.7% | 1,544 | -90.2% | 0.01% | -89.5% |
| Q1 2017 | $865,000 | +4.7% | 15,799 | -3.4% | 0.10% | -1.0% |
| Q4 2016 | $826,000 | +5406.7% | 16,359 | +5680.6% | 0.10% | +4700.0% |
| Q3 2016 | $15,000 | +7.1% | 283 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $14,000 | +75.0% | 283 | +71.5% | 0.00% | +100.0% |
| Q1 2016 | $8,000 | -99.4% | 165 | -99.3% | 0.00% | -99.3% |
| Q4 2015 | $1,245,000 | – | 25,157 | – | 0.15% | – |
Download | ||||||
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% |