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 | $1,186,002 | -37.8% | 19,770 | -35.1% | 0.15% | -35.0% |
| Q2 2023 | $1,906,529 | +2.8% | 30,446 | +1.7% | 0.24% | -5.6% |
| Q1 2023 | $1,855,155 | +63.3% | 29,946 | +52.6% | 0.25% | +46.8% |
| Q4 2022 | $1,136,127 | +81.5% | 19,629 | +59.7% | 0.17% | +64.4% |
| Q3 2022 | $626,000 | -10.7% | 12,290 | 0.0% | 0.10% | -8.0% |
| Q2 2022 | $701,000 | -13.8% | 12,290 | +0.7% | 0.11% | -3.4% |
| Q1 2022 | $813,000 | -2.8% | 12,210 | +3.7% | 0.12% | -14.6% |
| Q4 2021 | $836,000 | +10.0% | 11,780 | +10.1% | 0.14% | -23.0% |
| Q3 2021 | $760,000 | -3.1% | 10,700 | 0.0% | 0.18% | -3.3% |
| Q2 2021 | $784,000 | +4.3% | 10,700 | 0.0% | 0.18% | -12.8% |
| Q1 2021 | $752,000 | +4.6% | 10,700 | 0.0% | 0.21% | -3.7% |
| Q4 2020 | $719,000 | +15.2% | 10,700 | 0.0% | 0.22% | +0.9% |
| Q3 2020 | $624,000 | +7.0% | 10,700 | 0.0% | 0.22% | +0.5% |
| Q2 2020 | $583,000 | +15.9% | 10,700 | 0.0% | 0.22% | -11.5% |
| Q1 2020 | $503,000 | -24.0% | 10,700 | 0.0% | 0.24% | -1.2% |
| Q4 2019 | $662,000 | +7.1% | 10,700 | 0.0% | 0.25% | -4.6% |
| Q3 2019 | $618,000 | -1.4% | 10,700 | 0.0% | 0.26% | -3.0% |
| Q2 2019 | $627,000 | +1.0% | 10,700 | 0.0% | 0.27% | -4.6% |
| Q1 2019 | $621,000 | +10.5% | 10,700 | 0.0% | 0.28% | -8.2% |
| Q4 2018 | $562,000 | -17.5% | 10,700 | -5.3% | 0.30% | -9.2% |
| Q3 2018 | $681,000 | +0.3% | 11,295 | 0.0% | 0.34% | -7.9% |
| Q2 2018 | $679,000 | -5.2% | 11,295 | -0.5% | 0.36% | -9.9% |
| Q1 2018 | $716,000 | -1.2% | 11,350 | -1.3% | 0.40% | +1.0% |
| Q4 2017 | $725,000 | +2.5% | 11,500 | -0.9% | 0.40% | -2.4% |
| Q3 2017 | $707,000 | +6.3% | 11,600 | 0.0% | 0.41% | 0.0% |
| Q2 2017 | $665,000 | -1.2% | 11,600 | -5.7% | 0.41% | -11.6% |
| Q1 2017 | $673,000 | +8.7% | 12,295 | +0.3% | 0.46% | +4.7% |
| Q4 2016 | $619,000 | -3.3% | 12,255 | 0.0% | 0.44% | -8.5% |
| Q3 2016 | $640,000 | – | 12,255 | – | 0.48% | – |
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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% |