ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,185 | -3.6% | 19,760 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,229 | -6.0% | 19,624 | -7.0% | 0.00% | 0.0% |
| Q1 2023 | $1,307 | +449.2% | 21,100 | +413.6% | 0.00% | +300.0% |
| Q4 2022 | $238 | -99.9% | 4,108 | -14.4% | 0.00% | 0.0% |
| Q3 2022 | $274,000 | 0.0% | 4,799 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $274,000 | -12.2% | 4,799 | +2.3% | 0.00% | 0.0% |
| Q1 2022 | $312,000 | -45.9% | 4,692 | -42.3% | 0.00% | -50.0% |
| Q4 2021 | $577,000 | +31.1% | 8,137 | +31.3% | 0.00% | +100.0% |
| Q3 2021 | $440,000 | +19.2% | 6,195 | -2.6% | 0.00% | -50.0% |
| Q1 2019 | $369,000 | +13.2% | 6,362 | +2.7% | 0.00% | 0.0% |
| Q4 2018 | $326,000 | -12.6% | 6,197 | +0.1% | 0.00% | 0.0% |
| Q3 2018 | $373,000 | 0.0% | 6,189 | -0.1% | 0.00% | -33.3% |
| Q2 2018 | $373,000 | -3.4% | 6,195 | +1.7% | 0.00% | 0.0% |
| Q1 2018 | $386,000 | +0.5% | 6,089 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $384,000 | – | 6,089 | – | 0.00% | – |
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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% |