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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,071 | -4.2% | 4,852 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $303,832 | -4.1% | 4,852 | -5.1% | 0.04% | -12.0% |
| Q1 2023 | $316,794 | +7.0% | 5,114 | 0.0% | 0.05% | -7.4% |
| Q4 2022 | $295,981 | +13.8% | 5,114 | 0.0% | 0.05% | +5.9% |
| Q3 2022 | $260,000 | -12.5% | 5,114 | -1.8% | 0.05% | -5.6% |
| Q2 2022 | $297,000 | -15.1% | 5,209 | -0.8% | 0.05% | 0.0% |
| Q1 2022 | $350,000 | -6.2% | 5,253 | 0.0% | 0.05% | -1.8% |
| Q4 2021 | $373,000 | -5.1% | 5,253 | -5.1% | 0.06% | -12.7% |
| Q3 2021 | $393,000 | -14.0% | 5,533 | -11.2% | 0.06% | -13.7% |
| Q2 2021 | $457,000 | +2.0% | 6,233 | -2.1% | 0.07% | -7.6% |
| Q1 2021 | $448,000 | -20.8% | 6,368 | -21.0% | 0.08% | -13.2% |
| Q4 2020 | $566,000 | +32.6% | 8,063 | +10.1% | 0.09% | +13.8% |
| Q3 2020 | $427,000 | +13.9% | 7,322 | +6.5% | 0.08% | +3.9% |
| Q2 2020 | $375,000 | +18.3% | 6,872 | +2.0% | 0.08% | -1.3% |
| Q1 2020 | $317,000 | -39.3% | 6,736 | -20.1% | 0.08% | -25.0% |
| Q4 2019 | $522,000 | +15.2% | 8,432 | +12.7% | 0.10% | +9.5% |
| Q3 2019 | $453,000 | +22.8% | 7,479 | +19.0% | 0.10% | +14.5% |
| Q2 2019 | $369,000 | -1.6% | 6,286 | 0.0% | 0.08% | -2.4% |
| Q1 2019 | $375,000 | +5.0% | 6,286 | 0.0% | 0.08% | -6.6% |
| Q4 2018 | $357,000 | +21.4% | 6,286 | +21.4% | 0.09% | +28.2% |
| Q3 2018 | $294,000 | -5.5% | 5,180 | 0.0% | 0.07% | -14.5% |
| Q2 2018 | $311,000 | -4.9% | 5,180 | 0.0% | 0.08% | -11.7% |
| Q1 2018 | $327,000 | 0.0% | 5,180 | 0.0% | 0.09% | -1.1% |
| Q4 2017 | $327,000 | – | 5,180 | – | 0.10% | – |
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% |