ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,619,332 | -2.8% | 293,704 | +1.5% | 3.49% | -0.4% |
| Q2 2023 | $18,123,186 | +1.8% | 289,415 | +0.7% | 3.50% | -5.5% |
| Q1 2023 | $17,809,158 | +6.7% | 287,476 | -0.3% | 3.71% | -3.1% |
| Q4 2022 | $16,694,220 | +10.4% | 288,428 | -2.9% | 3.83% | +6.6% |
| Q3 2022 | $15,118,000 | -10.8% | 296,903 | +2.9% | 3.59% | +0.8% |
| Q2 2022 | $16,951,000 | -2.3% | 288,533 | +10.7% | 3.56% | -1.1% |
| Q1 2022 | $17,347,000 | -4.0% | 260,537 | +0.7% | 3.60% | -4.7% |
| Q4 2021 | $18,071,000 | +3.2% | 258,782 | +4.9% | 3.78% | -4.6% |
| Q3 2021 | $17,514,000 | -0.4% | 246,677 | +2.8% | 3.96% | -1.4% |
| Q2 2021 | $17,587,000 | -0.0% | 239,933 | -2.4% | 4.02% | -5.1% |
| Q1 2021 | $17,591,000 | +10.1% | 245,919 | +10.8% | 4.24% | +4.7% |
| Q4 2020 | $15,971,000 | +23.5% | 221,938 | +0.1% | 4.05% | -8.6% |
| Q3 2020 | $12,930,000 | +1.0% | 221,625 | +2.8% | 4.43% | -1.2% |
| Q2 2020 | $12,805,000 | +20.9% | 215,683 | -4.3% | 4.48% | -8.9% |
| Q1 2020 | $10,591,000 | -17.6% | 225,302 | +8.5% | 4.92% | -2.0% |
| Q4 2019 | $12,855,000 | -11.9% | 207,674 | -17.8% | 5.02% | -19.8% |
| Q3 2019 | $14,597,000 | +5.5% | 252,720 | +1.3% | 6.26% | +2.6% |
| Q2 2019 | $13,832,000 | +4.7% | 249,575 | +9.7% | 6.10% | +1.5% |
| Q1 2019 | $13,206,000 | +10.3% | 227,421 | -0.2% | 6.01% | +11.9% |
| Q4 2018 | $11,972,000 | – | 227,906 | – | 5.37% | – |
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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% |