ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,102,370 | +11.3% | 17,604 | +10.1% | 0.06% | -9.5% |
| Q1 2023 | $990,855 | +10.3% | 15,994 | +3.0% | 0.06% | -1.6% |
| Q4 2022 | $898,554 | +13.7% | 15,524 | +0.0% | 0.06% | +6.7% |
| Q3 2022 | $790,000 | -4.1% | 15,520 | +7.4% | 0.06% | -3.2% |
| Q2 2022 | $824,000 | -9.2% | 14,455 | +6.1% | 0.06% | +5.1% |
| Q1 2022 | $907,000 | -0.5% | 13,621 | +5.9% | 0.06% | +11.3% |
| Q4 2021 | $912,000 | +4.2% | 12,860 | +4.3% | 0.05% | -11.7% |
| Q3 2021 | $875,000 | -6.9% | 12,326 | -3.9% | 0.06% | -22.1% |
| Q2 2021 | $940,000 | +6.1% | 12,828 | +1.8% | 0.08% | -13.5% |
| Q1 2021 | $886,000 | -9.5% | 12,606 | -13.5% | 0.09% | -55.5% |
| Q4 2020 | $979,000 | +9.0% | 14,571 | -3.6% | 0.20% | +3.6% |
| Q3 2020 | $898,000 | +0.1% | 15,116 | -0.0% | 0.19% | -3.0% |
| Q2 2020 | $897,000 | -99.9% | 15,117 | -4.5% | 0.20% | -7.9% |
| Q1 2020 | $769,691,000 | -22.3% | 15,831 | +0.2% | 0.22% | -10.4% |
| Q4 2019 | $990,070,000 | +11.8% | 15,801 | +1.6% | 0.24% | -8.0% |
| Q3 2019 | $885,413,000 | +96666.4% | 15,553 | -0.3% | 0.26% | -14.1% |
| Q2 2019 | $915,000 | -99.9% | 15,602 | +6.9% | 0.30% | 0.0% |
| Q1 2019 | $842,100,000 | +234468.2% | 14,597 | +126.5% | 0.30% | +80.5% |
| Q4 2018 | $359,000 | – | 6,446 | – | 0.17% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2017 | $26,000 | +766.7% | 423 | +840.0% | 0.01% | +600.0% |
| Q2 2017 | $3,000 | – | 45 | – | 0.00% | – |
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% |