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% | – |
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% |