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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |