ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,635,520 | +7.8% | 43,933 | +12.6% | 0.12% | -1.6% |
| Q2 2023 | $2,444,340 | +499.1% | 39,034 | +537.3% | 0.13% | +353.6% |
| Q1 2022 | $408,000 | -57.8% | 6,125 | -55.0% | 0.03% | -59.4% |
| Q4 2021 | $967,000 | +10.8% | 13,625 | +10.8% | 0.07% | +4.5% |
| Q3 2021 | $873,000 | +23.5% | 12,297 | +27.4% | 0.07% | +17.9% |
| Q2 2021 | $707,000 | +235.1% | 9,652 | +222.1% | 0.06% | +180.0% |
| Q1 2021 | $211,000 | -28.5% | 2,997 | -38.6% | 0.02% | -67.2% |
| Q3 2018 | $295,000 | -74.5% | 4,885 | -74.6% | 0.06% | -76.7% |
| Q2 2018 | $1,157,000 | +0.9% | 19,247 | +5.8% | 0.26% | -10.9% |
| Q1 2018 | $1,147,000 | +98.4% | 18,187 | +98.6% | 0.29% | +55.6% |
| Q4 2017 | $578,000 | +15.8% | 9,157 | +12.0% | 0.19% | -4.1% |
| Q3 2017 | $499,000 | +14.4% | 8,179 | +7.6% | 0.20% | +16.6% |
| Q2 2017 | $436,000 | +79.4% | 7,599 | +71.3% | 0.17% | +77.9% |
| Q1 2017 | $243,000 | – | 4,435 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |