ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $282,923 | +29.0% | 4,188 | +29.6% | 0.00% | +33.3% |
Q1 2024 | $219,287 | +6.0% | 3,231 | -3.2% | 0.00% | -62.5% |
Q1 2023 | $206,791 | +0.4% | 3,338 | +14.9% | 0.01% | 0.0% |
Q4 2021 | $206,000 | 0.0% | 2,904 | 0.0% | 0.01% | -27.3% |
Q3 2021 | $206,000 | -3.3% | 2,904 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $213,000 | – | 2,904 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Management, Inc | 647,319 | $38,606,000 | 18.16% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,154 | $3,029,000 | 0.90% |
NewSquare Capital LLC | 29,205 | $1,742,000 | 0.62% |
Tortoise Investment Management, LLC | 10,665 | $636,000 | 0.27% |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,992 | $417,000 | 0.16% |
Atria Investments, Inc | 16,670 | $994,000 | 0.10% |
JANE STREET GROUP, LLC | 108,297 | $6,459,000 | 0.08% |
Rehmann Capital Advisory Group | 5,212 | $311,000 | 0.07% |
BlackRock Fund Advisors | 3,775,615 | $225,178,000 | 0.06% |
NORRIS PERNE & FRENCH LLP/MI | 4,556 | $272,000 | 0.05% |