ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $144,568,881 | +2.9% | 2,409,883 | +7.4% | 0.05% | +6.4% |
| Q2 2023 | $140,459,854 | +12.4% | 2,243,051 | +11.2% | 0.05% | +2.2% |
| Q1 2023 | $124,961,266 | -1.8% | 2,017,131 | -8.3% | 0.05% | -4.2% |
| Q4 2022 | $127,308,681 | +6.1% | 2,199,528 | -6.7% | 0.05% | -9.4% |
| Q3 2022 | $119,984,000 | -6.9% | 2,356,328 | +4.3% | 0.05% | 0.0% |
| Q2 2022 | $128,870,000 | -15.8% | 2,259,685 | -1.7% | 0.05% | +3.9% |
| Q1 2022 | $153,108,000 | +4.9% | 2,299,604 | +11.8% | 0.05% | +21.4% |
| Q4 2021 | $145,966,000 | +5.4% | 2,057,597 | +5.5% | 0.04% | -4.5% |
| Q3 2021 | $138,485,000 | -3.8% | 1,950,498 | -0.7% | 0.04% | -4.3% |
| Q2 2021 | $143,966,000 | +9.8% | 1,964,065 | +5.3% | 0.05% | +7.0% |
| Q1 2021 | $131,075,000 | +15.4% | 1,865,040 | +10.3% | 0.04% | +13.2% |
| Q4 2020 | $113,591,000 | +18.0% | 1,690,599 | +2.4% | 0.04% | +5.6% |
| Q3 2020 | $96,286,000 | +11.1% | 1,650,431 | +3.8% | 0.04% | -2.7% |
| Q2 2020 | $86,660,000 | +5.5% | 1,589,513 | -9.0% | 0.04% | -5.1% |
| Q1 2020 | $82,116,000 | -12.2% | 1,746,776 | +15.6% | 0.04% | +18.2% |
| Q4 2019 | $93,569,000 | +2.1% | 1,511,613 | -4.7% | 0.03% | -5.7% |
| Q3 2019 | $91,644,000 | +2.9% | 1,586,626 | +4.4% | 0.04% | +2.9% |
| Q2 2019 | $89,076,000 | +1.5% | 1,519,036 | +0.5% | 0.03% | -5.6% |
| Q1 2019 | $87,763,000 | -4.2% | 1,511,330 | -13.3% | 0.04% | -14.3% |
| Q4 2018 | $91,577,000 | +133.1% | 1,743,330 | +167.6% | 0.04% | +162.5% |
| Q3 2018 | $39,291,000 | -24.0% | 651,487 | -24.2% | 0.02% | -27.3% |
| Q2 2018 | $51,688,000 | -15.5% | 859,606 | -11.4% | 0.02% | -15.4% |
| Q1 2018 | $61,136,000 | +43.3% | 969,789 | +43.4% | 0.03% | +44.4% |
| Q4 2017 | $42,655,000 | +26.3% | 676,205 | +22.1% | 0.02% | +12.5% |
| Q3 2017 | $33,762,000 | +42.3% | 553,651 | +33.9% | 0.02% | +33.3% |
| Q2 2017 | $23,725,000 | +43.3% | 413,616 | +36.8% | 0.01% | +33.3% |
| Q1 2017 | $16,558,000 | +13.1% | 302,438 | +4.3% | 0.01% | +12.5% |
| Q4 2016 | $14,642,000 | +38.2% | 290,005 | +43.0% | 0.01% | +33.3% |
| Q3 2016 | $10,591,000 | +50.8% | 202,818 | +41.4% | 0.01% | +50.0% |
| Q2 2016 | $7,025,000 | +46.8% | 143,479 | +48.2% | 0.00% | +33.3% |
| Q1 2016 | $4,785,000 | -60.6% | 96,793 | -60.5% | 0.00% | -62.5% |
| Q4 2015 | $12,137,000 | +283.8% | 245,297 | +278.9% | 0.01% | +300.0% |
| Q3 2015 | $3,162,000 | +13.8% | 64,738 | +28.4% | 0.00% | 0.0% |
| Q2 2015 | $2,778,000 | +72.2% | 50,403 | +73.1% | 0.00% | +100.0% |
| Q1 2015 | $1,613,000 | +36.0% | 29,112 | +30.8% | 0.00% | 0.0% |
| Q4 2014 | $1,186,000 | – | 22,265 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KEMPER Corp | 1,135,946 | $75,631,000 | 38.59% |
| New England Professional Planning Group Inc. | 633,275 | $42,588,000 | 25.47% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5,618,573 | $374,085,000 | 24.06% |
| Acorns Advisers, LLC | 20,633,852 | $1,373,802,000 | 22.30% |
| Brightworth | 2,842,968 | $189,285,000 | 19.19% |
| Newman & Schimel, LLC | 437,105 | $29,102,000 | 18.94% |
| Hardy Reed LLC | 1,334,630 | $88,860,000 | 16.66% |
| AlphaCore Capital LLC | 629,455 | $41,909,000 | 16.26% |
| Tiller Private Wealth, Inc. | 385,581 | $25,672,000 | 14.81% |
| Wick Capital Partners, LLC | 317,096 | $21,112,000 | 13.87% |