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 | $4,428,168 | +8.4% | 73,815 | +13.1% | 0.12% | +9.2% |
| Q2 2023 | $4,085,376 | +35.2% | 65,241 | +33.8% | 0.11% | +29.8% |
| Q1 2023 | $3,020,948 | +16.0% | 48,764 | +8.4% | 0.08% | +5.0% |
| Q4 2022 | $2,604,496 | +18.4% | 44,998 | +4.1% | 0.08% | +2.6% |
| Q3 2022 | $2,200,000 | +7.2% | 43,213 | +20.1% | 0.08% | +11.4% |
| Q2 2022 | $2,052,000 | -16.9% | 35,975 | -3.0% | 0.07% | -4.1% |
| Q1 2022 | $2,470,000 | -18.9% | 37,105 | -13.6% | 0.07% | -17.0% |
| Q4 2021 | $3,046,000 | +6.5% | 42,936 | +6.6% | 0.09% | -3.3% |
| Q3 2021 | $2,860,000 | +2.7% | 40,284 | +6.0% | 0.09% | +3.4% |
| Q2 2021 | $2,785,000 | +31.8% | 37,990 | +26.4% | 0.09% | +12.8% |
| Q1 2021 | $2,113,000 | +41.0% | 30,066 | +34.7% | 0.08% | +30.0% |
| Q4 2020 | $1,499,000 | -8.0% | 22,316 | -20.1% | 0.06% | -22.1% |
| Q3 2020 | $1,629,000 | +13.7% | 27,929 | +6.2% | 0.08% | -2.5% |
| Q2 2020 | $1,433,000 | +17.8% | 26,289 | +1.6% | 0.08% | -1.2% |
| Q1 2020 | $1,216,000 | -27.6% | 25,871 | -4.6% | 0.08% | -9.1% |
| Q4 2019 | $1,679,000 | +28.5% | 27,130 | +21.7% | 0.09% | +10.0% |
| Q3 2019 | $1,307,000 | 0.0% | 22,284 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $1,307,000 | +0.8% | 22,284 | -0.2% | 0.08% | -12.1% |
| Q1 2019 | $1,297,000 | +106.2% | 22,331 | +86.6% | 0.09% | +65.5% |
| Q4 2018 | $629,000 | -93.3% | 11,970 | -92.3% | 0.06% | -92.0% |
| Q3 2018 | $9,401,000 | -6.4% | 155,875 | -4.7% | 0.69% | -10.3% |
| Q2 2018 | $10,048,000 | -30.1% | 163,542 | -28.3% | 0.76% | -33.4% |
| Q1 2018 | $14,371,000 | +13.7% | 227,971 | +13.8% | 1.15% | +4.3% |
| Q4 2017 | $12,636,000 | +68.5% | 200,324 | +62.9% | 1.10% | +28.3% |
| Q3 2017 | $7,497,000 | +2960.0% | 122,937 | +2775.7% | 0.86% | +2581.2% |
| Q2 2017 | $245,000 | -76.3% | 4,275 | -77.3% | 0.03% | -78.7% |
| Q1 2017 | $1,032,000 | +797.4% | 18,843 | +754.6% | 0.15% | +581.8% |
| Q3 2016 | $115,000 | +9.5% | 2,205 | +2.6% | 0.02% | -8.3% |
| Q2 2016 | $105,000 | +1.0% | 2,150 | +1.9% | 0.02% | -14.3% |
| Q1 2016 | $104,000 | +316.0% | 2,110 | +312.1% | 0.03% | +250.0% |
| Q4 2015 | $25,000 | -71.6% | 512 | -71.7% | 0.01% | -70.4% |
| Q3 2015 | $88,000 | -33.3% | 1,810 | -24.1% | 0.03% | -30.8% |
| Q2 2015 | $132,000 | -8.3% | 2,385 | -5.6% | 0.04% | -2.5% |
| Q1 2015 | $144,000 | +22.0% | 2,526 | +14.1% | 0.04% | +8.1% |
| Q4 2014 | $118,000 | +162.2% | 2,213 | +185.5% | 0.04% | +60.9% |
| Q4 2013 | $45,000 | – | 775 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |