ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,110,247 | -51.1% | 33,699 | -51.7% | 1.10% | -20.6% |
| Q1 2023 | $4,319,410 | +116.6% | 69,724 | +102.3% | 1.39% | +2.6% |
| Q4 2022 | $1,994,491 | +10.7% | 34,459 | -2.6% | 1.35% | -10.2% |
| Q3 2022 | $1,802,000 | -5.0% | 35,389 | +6.4% | 1.50% | +15.7% |
| Q2 2022 | $1,897,000 | -25.4% | 33,263 | -12.9% | 1.30% | -22.1% |
| Q1 2022 | $2,543,000 | -35.4% | 38,190 | -31.2% | 1.67% | -22.6% |
| Q4 2021 | $3,939,000 | +83.9% | 55,531 | +36.2% | 2.16% | +34.6% |
| Q4 2018 | $2,142,000 | – | 40,781 | – | 1.60% | – |
Download | ||||||
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% |