ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,319,196 | -54.3% | 21,990 | -52.2% | 0.06% | -6.3% |
| Q2 2023 | $2,888,587 | +76.6% | 46,044 | +76.9% | 0.06% | -11.3% |
| Q1 2023 | $1,635,659 | +87274.9% | 26,024 | -11.9% | 0.07% | +42.0% |
| Q4 2022 | $1,872 | -99.9% | 29,548 | -11.3% | 0.05% | -9.1% |
| Q3 2022 | $2,112,000 | +0.6% | 33,304 | +0.5% | 0.06% | -16.7% |
| Q2 2022 | $2,100,000 | -47.0% | 33,123 | -47.0% | 0.07% | +34.7% |
| Q1 2022 | $3,964,000 | +98.0% | 62,489 | +122.4% | 0.05% | +25.6% |
| Q4 2021 | $2,002,000 | +2.3% | 28,102 | +2.6% | 0.04% | 0.0% |
| Q3 2021 | $1,957,000 | -56.9% | 27,392 | -55.8% | 0.04% | -58.5% |
| Q2 2021 | $4,539,000 | +140.0% | 61,946 | +130.5% | 0.09% | +154.1% |
| Q1 2021 | $1,891,000 | -12.5% | 26,875 | -16.3% | 0.04% | -58.0% |
| Q4 2020 | $2,161,000 | +15.2% | 32,111 | -0.3% | 0.09% | -21.4% |
| Q3 2020 | $1,876,000 | -1.2% | 32,203 | -7.2% | 0.11% | -25.3% |
| Q2 2020 | $1,898,000 | +11.3% | 34,692 | -3.3% | 0.15% | -12.8% |
| Q1 2020 | $1,706,000 | -21.9% | 35,866 | +1.6% | 0.17% | +4.9% |
| Q4 2019 | $2,184,000 | +23.4% | 35,284 | +14.9% | 0.16% | +37.8% |
| Q3 2019 | $1,770,000 | +271.1% | 30,709 | +275.6% | 0.12% | +83.1% |
| Q1 2019 | $477,000 | -77.3% | 8,177 | -79.6% | 0.06% | -49.2% |
| Q4 2018 | $2,102,000 | -40.5% | 40,093 | -31.5% | 0.13% | -11.1% |
| Q3 2018 | $3,531,000 | +2.1% | 58,552 | +1.7% | 0.14% | -1.4% |
| Q2 2018 | $3,460,000 | +82.3% | 57,545 | +91.3% | 0.15% | +69.8% |
| Q1 2018 | $1,898,000 | 0.0% | 30,085 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $1,898,000 | -0.2% | 30,085 | -3.5% | 0.09% | +14.7% |
| Q3 2017 | $1,901,000 | +10.5% | 31,179 | +4.0% | 0.08% | +2.7% |
| Q2 2017 | $1,720,000 | +28.7% | 29,988 | +22.9% | 0.07% | +25.9% |
| Q1 2017 | $1,336,000 | +32.9% | 24,400 | +22.6% | 0.06% | +20.8% |
| Q4 2016 | $1,005,000 | +6.5% | 19,899 | +10.0% | 0.05% | -2.0% |
| Q3 2016 | $944,000 | +19.3% | 18,083 | +11.9% | 0.05% | +11.4% |
| Q2 2016 | $791,000 | +65.8% | 16,160 | +97.6% | 0.04% | -32.3% |
| Q1 2016 | $477,000 | -42.2% | 8,177 | -50.9% | 0.06% | +18.2% |
| Q4 2015 | $825,000 | – | 16,667 | – | 0.06% | – |
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% |