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 | $368,039 | -6.8% | 6,135 | -2.7% | 0.10% | -6.2% |
| Q2 2023 | $395,007 | +44.8% | 6,308 | +43.3% | 0.11% | +43.6% |
| Q1 2023 | $272,704 | +122739.6% | 4,402 | +0.8% | 0.08% | +9.9% |
| Q4 2022 | $222 | -99.9% | 4,369 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $222,000 | -6.7% | 4,369 | +4.9% | 0.07% | -4.1% |
| Q2 2022 | $238,000 | -14.1% | 4,166 | +0.1% | 0.07% | +2.8% |
| Q1 2022 | $277,000 | -0.7% | 4,163 | +5.7% | 0.07% | +5.9% |
| Q4 2021 | $279,000 | -15.7% | 3,937 | -15.4% | 0.07% | -25.3% |
| Q3 2021 | $331,000 | -8.3% | 4,656 | -5.5% | 0.09% | -10.8% |
| Q2 2021 | $361,000 | -6.0% | 4,928 | -9.9% | 0.10% | -17.7% |
| Q1 2021 | $384,000 | +31.5% | 5,469 | +26.0% | 0.12% | +25.3% |
| Q4 2020 | $292,000 | +12.3% | 4,339 | +3.3% | 0.10% | -23.3% |
| Q4 2019 | $260,000 | -30.5% | 4,201 | -35.1% | 0.13% | -38.3% |
| Q3 2019 | $374,000 | -12.4% | 6,470 | -11.2% | 0.21% | -15.4% |
| Q2 2019 | $427,000 | -52.1% | 7,282 | -52.6% | 0.25% | -13.3% |
| Q1 2019 | $891,000 | +128.5% | 15,348 | +106.6% | 0.28% | +1.1% |
| Q4 2018 | $390,000 | -11.8% | 7,428 | +1.4% | 0.28% | +2.2% |
| Q3 2018 | $442,000 | +7.5% | 7,329 | +7.2% | 0.28% | +1.5% |
| Q2 2018 | $411,000 | -3.7% | 6,836 | +0.8% | 0.27% | -5.9% |
| Q1 2018 | $427,000 | +4.1% | 6,781 | +4.2% | 0.29% | +4.3% |
| Q4 2017 | $410,000 | +9.9% | 6,506 | +6.4% | 0.28% | +11.7% |
| Q3 2017 | $373,000 | +15.8% | 6,112 | +8.7% | 0.25% | +13.8% |
| Q2 2017 | $322,000 | +29.8% | 5,622 | +24.3% | 0.22% | +26.0% |
| Q1 2017 | $248,000 | – | 4,523 | – | 0.17% | – |
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% |