ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,616,309 | -35.3% | 143,629 | -32.5% | 0.04% | -19.2% |
| Q2 2023 | $13,317,707 | +7.5% | 212,675 | +6.4% | 0.05% | +79.3% |
| Q1 2023 | $12,386,407 | +7.0% | 199,942 | 0.0% | 0.03% | -60.8% |
| Q4 2022 | $11,572,643 | +47.1% | 199,942 | +29.4% | 0.07% | -22.1% |
| Q3 2022 | $7,868,000 | +1131.3% | 154,520 | +1279.6% | 0.10% | +1257.1% |
| Q2 2022 | $639,000 | -29.5% | 11,200 | -17.8% | 0.01% | -50.0% |
| Q1 2022 | $907,000 | -6.7% | 13,629 | -0.5% | 0.01% | -6.7% |
| Q4 2021 | $972,000 | -0.9% | 13,704 | -0.8% | 0.02% | -31.8% |
| Q3 2021 | $981,000 | -3.2% | 13,820 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,013,000 | +1.4% | 13,820 | -2.8% | 0.02% | -8.3% |
| Q1 2021 | $999,000 | – | 14,221 | – | 0.02% | – |
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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% |