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 | $299,170 | -4.5% | 4,987 | -0.3% | 0.06% | +5.5% |
| Q2 2023 | $313,184 | +1.1% | 5,001 | 0.0% | 0.06% | -9.8% |
| Q1 2023 | $309,820 | -6.5% | 5,001 | -12.6% | 0.06% | -14.1% |
| Q4 2022 | $331,292 | -57.3% | 5,724 | -62.4% | 0.07% | -53.3% |
| Q3 2022 | $776,000 | +40.8% | 15,234 | +57.5% | 0.15% | +176.4% |
| Q2 2022 | $551,000 | +3.4% | 9,670 | +20.7% | 0.06% | +19.6% |
| Q1 2022 | $533,000 | -0.9% | 8,009 | +5.7% | 0.05% | +4.5% |
| Q4 2021 | $538,000 | +13.7% | 7,579 | +13.9% | 0.04% | +4.8% |
| Q3 2021 | $473,000 | -84.8% | 6,655 | -84.3% | 0.04% | -72.0% |
| Q2 2021 | $3,104,000 | +759.8% | 42,356 | +724.5% | 0.15% | +305.4% |
| Q1 2021 | $361,000 | -13.2% | 5,137 | -16.9% | 0.04% | -22.9% |
| Q4 2020 | $416,000 | +14.3% | 6,184 | +6.7% | 0.05% | +6.7% |
| Q3 2020 | $364,000 | – | 5,798 | – | 0.04% | – |
Download | ||||||
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% |