ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,732,175 | -4.8% | 1,045,711 | -0.7% | 4.95% | -0.1% |
| Q2 2023 | $65,922,574 | +3.8% | 1,052,740 | +2.7% | 4.96% | -1.3% |
| Q1 2023 | $63,508,924 | +7.3% | 1,025,164 | +0.3% | 5.02% | +0.3% |
| Q4 2022 | $59,180,778 | +17.0% | 1,022,474 | +2.9% | 5.01% | +7.3% |
| Q3 2022 | $50,593,000 | -18.5% | 993,575 | -8.7% | 4.67% | -11.6% |
| Q2 2022 | $62,043,000 | +2.7% | 1,087,893 | +19.9% | 5.28% | +20.4% |
| Q1 2022 | $60,406,000 | +76.5% | 907,262 | +88.1% | 4.38% | +77.2% |
| Q4 2021 | $34,219,000 | +10.8% | 482,362 | +10.9% | 2.48% | +2.3% |
| Q3 2021 | $30,890,000 | -3.7% | 435,074 | -0.6% | 2.42% | -4.5% |
| Q2 2021 | $32,093,000 | +4.0% | 437,829 | -0.3% | 2.53% | -7.3% |
| Q1 2021 | $30,849,000 | +2.6% | 438,946 | -1.9% | 2.74% | -4.2% |
| Q4 2020 | $30,072,000 | +15.6% | 447,566 | +0.3% | 2.85% | +3.7% |
| Q3 2020 | $26,025,000 | +3.8% | 446,100 | -3.0% | 2.75% | -4.0% |
| Q2 2020 | $25,068,000 | -6.7% | 459,801 | -19.6% | 2.87% | -18.3% |
| Q1 2020 | $26,880,000 | +239.3% | 571,791 | +346.8% | 3.51% | +214.7% |
| Q4 2019 | $7,922,000 | +7.8% | 127,989 | +0.6% | 1.12% | -0.8% |
| Q3 2019 | $7,349,000 | -3.1% | 127,228 | -1.6% | 1.12% | -8.3% |
| Q2 2019 | $7,581,000 | +5.6% | 129,276 | +4.5% | 1.23% | -0.1% |
| Q1 2019 | $7,181,000 | -35.8% | 123,669 | -41.9% | 1.23% | -45.3% |
| Q4 2018 | $11,177,000 | – | 212,771 | – | 2.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |