ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,855,644 | -4.2% | 47,602 | 0.0% | 0.88% | -2.3% |
| Q2 2023 | $2,980,837 | +1.1% | 47,602 | 0.0% | 0.90% | -2.0% |
| Q1 2023 | $2,948,944 | +6.6% | 47,602 | -0.4% | 0.92% | -1.2% |
| Q4 2022 | $2,767,648 | +102.8% | 47,817 | +78.3% | 0.93% | +69.2% |
| Q3 2022 | $1,365,000 | -7.8% | 26,812 | +3.3% | 0.55% | +6.6% |
| Q2 2022 | $1,480,000 | +51.5% | 25,958 | +77.0% | 0.51% | +75.4% |
| Q1 2022 | $977,000 | -62.6% | 14,667 | -60.1% | 0.29% | -65.7% |
| Q4 2021 | $2,610,000 | +175.0% | 36,797 | +175.4% | 0.85% | +182.5% |
| Q3 2021 | $949,000 | -3.1% | 13,362 | 0.0% | 0.30% | -14.7% |
| Q2 2021 | $979,000 | +4.3% | 13,362 | 0.0% | 0.35% | +2.3% |
| Q1 2021 | $939,000 | +2.6% | 13,362 | -1.8% | 0.35% | +9.8% |
| Q4 2020 | $915,000 | +15.2% | 13,612 | 0.0% | 0.32% | +6.1% |
| Q3 2020 | $794,000 | +1.0% | 13,612 | -5.5% | 0.30% | -6.9% |
| Q2 2020 | $786,000 | -39.4% | 14,408 | -47.8% | 0.32% | -45.3% |
| Q1 2020 | $1,297,000 | +2659.6% | 27,587 | +3520.3% | 0.58% | +3138.9% |
| Q4 2019 | $47,000 | +6.8% | 762 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $44,000 | -2.2% | 762 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $45,000 | +2.3% | 762 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $44,000 | -96.8% | 762 | -97.1% | 0.02% | -96.9% |
| Q4 2018 | $1,360,000 | – | 25,883 | – | 0.64% | – |
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% |