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 | $22,015,799 | -4.9% | 366,991 | -0.7% | 0.68% | -3.4% |
| Q2 2023 | $23,142,420 | -6.2% | 369,569 | -7.2% | 0.70% | -12.0% |
| Q1 2023 | $24,670,589 | +1.0% | 398,234 | -5.6% | 0.80% | -4.7% |
| Q4 2022 | $24,421,556 | +11.5% | 421,934 | -1.9% | 0.84% | -18.0% |
| Q3 2022 | $21,895,000 | -24.0% | 429,983 | -14.9% | 1.02% | -24.6% |
| Q2 2022 | $28,815,000 | -23.1% | 505,265 | -10.2% | 1.36% | -15.2% |
| Q1 2022 | $37,453,000 | -50.0% | 562,533 | -46.7% | 1.60% | -45.3% |
| Q4 2021 | $74,926,000 | +367.5% | 1,056,185 | +367.9% | 2.92% | +278.6% |
| Q3 2021 | $16,026,000 | – | 225,717 | – | 0.77% | – |
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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% |