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 | $1,270,408 | +6.7% | 21,177 | +11.3% | 0.18% | +13.0% |
| Q2 2023 | $1,191,032 | +1.7% | 19,020 | +0.6% | 0.16% | -1.8% |
| Q1 2023 | $1,171,536 | +2.9% | 18,911 | -3.9% | 0.16% | -3.5% |
| Q4 2022 | $1,138,905 | +23.9% | 19,677 | +9.1% | 0.17% | +8.2% |
| Q3 2022 | $919,000 | +18.9% | 18,042 | +33.2% | 0.16% | +9.7% |
| Q2 2022 | $773,000 | -12.3% | 13,550 | +2.4% | 0.14% | -0.7% |
| Q1 2022 | $881,000 | -5.5% | 13,229 | +0.7% | 0.14% | -7.1% |
| Q4 2021 | $932,000 | -5.4% | 13,135 | -5.3% | 0.16% | -12.8% |
| Q3 2021 | $985,000 | -1.4% | 13,871 | +1.8% | 0.18% | +1.7% |
| Q2 2021 | $999,000 | +12.6% | 13,623 | +7.9% | 0.18% | +8.0% |
| Q1 2021 | $887,000 | +9.0% | 12,627 | +4.2% | 0.16% | -1.2% |
| Q4 2020 | $814,000 | +16.3% | 12,113 | +1.0% | 0.16% | +1.2% |
| Q3 2020 | $700,000 | +9.4% | 11,993 | +2.2% | 0.16% | +3.2% |
| Q2 2020 | $640,000 | +82.9% | 11,736 | +57.5% | 0.16% | +46.3% |
| Q1 2020 | $350,000 | -26.6% | 7,452 | -3.4% | 0.11% | -0.9% |
| Q4 2019 | $477,000 | +3.9% | 7,718 | -2.8% | 0.11% | 0.0% |
| Q3 2019 | $459,000 | +1.1% | 7,944 | +2.5% | 0.11% | +0.9% |
| Q2 2019 | $454,000 | -29.9% | 7,747 | -94.6% | 0.11% | -31.6% |
| Q1 2019 | $648,000 | +71.9% | 142,212 | +1882.3% | 0.16% | +39.8% |
| Q4 2018 | $377,000 | -16.6% | 7,174 | -4.2% | 0.11% | -0.9% |
| Q3 2018 | $452,000 | +0.2% | 7,490 | -0.2% | 0.11% | -3.4% |
| Q2 2018 | $451,000 | -5.8% | 7,503 | -1.3% | 0.12% | -8.5% |
| Q1 2018 | $479,000 | +6742.9% | 7,599 | +6507.8% | 0.13% | +6350.0% |
| Q4 2017 | $7,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | +16.7% | 115 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | – | 115 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |