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 | $27,148,534 | -1.1% | 452,551 | +3.2% | 14.76% | -1.3% |
| Q2 2023 | $27,453,673 | +8.0% | 438,417 | +6.8% | 14.95% | +5.0% |
| Q1 2023 | $25,422,360 | +13.3% | 410,369 | +5.8% | 14.24% | +7.5% |
| Q4 2022 | $22,439,541 | +40.0% | 387,690 | +23.2% | 13.25% | +28.5% |
| Q3 2022 | $16,028,000 | +18.6% | 314,759 | +32.8% | 10.31% | +24.3% |
| Q2 2022 | $13,515,000 | -47.4% | 236,984 | -38.5% | 8.30% | -44.0% |
| Q1 2022 | $25,672,000 | +61.4% | 385,581 | +72.0% | 14.81% | +47.6% |
| Q4 2021 | $15,903,000 | +46.5% | 224,172 | +46.7% | 10.03% | +22.6% |
| Q3 2021 | $10,853,000 | +702.1% | 152,859 | +727.9% | 8.18% | +467.5% |
| Q2 2021 | $1,353,000 | – | 18,463 | – | 1.44% | – |
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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% |