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 | $4,162,286 | -23.0% | 69,383 | -19.6% | 0.01% | -30.0% |
| Q2 2023 | $5,404,169 | -9.4% | 86,301 | -10.3% | 0.01% | -9.1% |
| Q1 2023 | $5,962,749 | -0.3% | 96,251 | -6.9% | 0.01% | -8.3% |
| Q4 2022 | $5,980,798 | -51.6% | 103,331 | -57.4% | 0.01% | -52.0% |
| Q3 2022 | $12,350,000 | -7.4% | 242,528 | +3.7% | 0.02% | +92.3% |
| Q2 2022 | $13,339,000 | -14.3% | 233,900 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $15,573,000 | +3.4% | 233,900 | +10.1% | 0.01% | +20.0% |
| Q4 2021 | $15,068,000 | -0.1% | 212,400 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $15,080,000 | +3698.5% | 212,400 | +3023.5% | 0.01% | – |
| Q3 2020 | $397,000 | -87.9% | 6,800 | -88.7% | 0.00% | -100.0% |
| Q2 2020 | $3,282,000 | -15.1% | 60,196 | -26.8% | 0.00% | -20.0% |
| Q1 2020 | $3,866,000 | -48.1% | 82,232 | -31.7% | 0.01% | -28.6% |
| Q4 2019 | $7,450,000 | +158.0% | 120,353 | +140.7% | 0.01% | +133.3% |
| Q3 2019 | $2,888,000 | – | 50,000 | – | 0.00% | – |
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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% |