ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,650,685 | +35.6% | 27,516 | +41.6% | 0.13% | +35.7% |
| Q2 2023 | $1,217,083 | +1.1% | 19,436 | 0.0% | 0.10% | -5.8% |
| Q1 2023 | $1,204,061 | +7.4% | 19,436 | +0.3% | 0.10% | +6.1% |
| Q4 2022 | $1,121,309 | +5.2% | 19,373 | -7.4% | 0.10% | -6.7% |
| Q3 2022 | $1,066,000 | +7.0% | 20,926 | +19.8% | 0.10% | +8.2% |
| Q2 2022 | $996,000 | -0.1% | 17,473 | +16.7% | 0.10% | +14.1% |
| Q1 2022 | $997,000 | -4.6% | 14,969 | +1.6% | 0.08% | -5.6% |
| Q4 2021 | $1,045,000 | +0.7% | 14,729 | +0.8% | 0.09% | -7.2% |
| Q3 2021 | $1,038,000 | -1.6% | 14,619 | +1.5% | 0.10% | -4.0% |
| Q2 2021 | $1,055,000 | +9.1% | 14,399 | +4.7% | 0.10% | +1.0% |
| Q1 2021 | $967,000 | +5.2% | 13,756 | +0.5% | 0.10% | -5.7% |
| Q4 2020 | $919,000 | +17.4% | 13,682 | +1.9% | 0.11% | +1.0% |
| Q3 2020 | $783,000 | +7.0% | 13,424 | 0.0% | 0.10% | -6.2% |
| Q2 2020 | $732,000 | +16.0% | 13,424 | 0.0% | 0.11% | -13.2% |
| Q1 2020 | $631,000 | – | 13,424 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |