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 | $5,458,130 | -3.9% | 90,984 | 0.0% | 1.03% | -1.7% |
| Q2 2023 | $5,678,658 | +10.9% | 90,984 | +10.1% | 1.05% | +1.7% |
| Q1 2023 | $5,118,929 | -3.2% | 82,630 | -9.6% | 1.03% | -8.5% |
| Q4 2022 | $5,290,753 | -20.9% | 91,409 | -8.2% | 1.12% | -40.9% |
| Q3 2022 | $6,690,000 | -9.5% | 99,564 | -23.2% | 1.90% | +19.1% |
| Q2 2022 | $7,394,000 | -29.0% | 129,648 | -17.1% | 1.60% | -28.3% |
| Q1 2022 | $10,415,000 | -1.4% | 156,422 | +5.1% | 2.23% | +0.0% |
| Q4 2021 | $10,561,000 | +23.1% | 148,864 | +23.2% | 2.23% | -1.5% |
| Q3 2021 | $8,581,000 | -3.1% | 120,864 | 0.0% | 2.26% | +3.1% |
| Q2 2021 | $8,859,000 | +26.6% | 120,864 | +21.4% | 2.19% | +27.2% |
| Q1 2021 | $6,997,000 | +4.6% | 99,564 | 0.0% | 1.72% | -10.7% |
| Q4 2020 | $6,690,000 | +15.2% | 99,564 | 0.0% | 1.93% | +3.9% |
| Q3 2020 | $5,809,000 | +7.0% | 99,564 | 0.0% | 1.86% | +14.4% |
| Q2 2020 | $5,428,000 | – | 99,564 | – | 1.62% | – |
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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% |