ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,022 | -1.3% | 16,323 | -2.3% | 0.09% | +7.1% |
| Q1 2023 | $1,035 | -100.0% | 16,710 | +20.1% | 0.08% | +20.0% |
| Q4 2022 | $804,973,960 | +97001.8% | 13,908 | -14.6% | 0.07% | -13.6% |
| Q3 2022 | $829,000 | -13.7% | 16,286 | -3.5% | 0.08% | -16.5% |
| Q2 2022 | $961,000 | -5.4% | 16,876 | +10.6% | 0.10% | +14.1% |
| Q1 2022 | $1,016,000 | -8.3% | 15,254 | -1.9% | 0.08% | -9.6% |
| Q4 2021 | $1,108,000 | +1.9% | 15,543 | +1.5% | 0.09% | -21.7% |
| Q3 2021 | $1,087,000 | -2.1% | 15,315 | -13.9% | 0.12% | -23.1% |
| Q2 2021 | $1,110,000 | – | 17,787 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |