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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,058 | -12.4% | 2,718 | -8.6% | 0.01% | -16.7% |
| Q2 2023 | $186,181 | -49.3% | 2,973 | -49.9% | 0.01% | -50.0% |
| Q1 2023 | $367,302 | -48.7% | 5,929 | -52.1% | 0.01% | -61.3% |
| Q4 2022 | $716,207 | +75.1% | 12,374 | +54.1% | 0.03% | +63.2% |
| Q3 2022 | $409,000 | -1.9% | 8,028 | +9.8% | 0.02% | 0.0% |
| Q2 2022 | $417,000 | +2352.9% | 7,311 | +2767.1% | 0.02% | +1800.0% |
| Q1 2022 | $17,000 | -5.6% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 255 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 255 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +260.0% | 255 | +235.5% | 0.00% | – |
| Q4 2020 | $5,000 | +25.0% | 76 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -33.3% | 76 | -47.9% | 0.00% | – |
| Q1 2020 | $6,000 | -99.6% | 146 | -99.5% | 0.00% | -100.0% |
| Q4 2019 | $1,689,000 | +5.4% | 27,284 | -1.7% | 0.13% | -7.3% |
| Q3 2019 | $1,602,000 | -24.3% | 27,742 | -23.1% | 0.14% | -33.5% |
| Q2 2019 | $2,116,000 | -1.7% | 36,088 | -2.7% | 0.21% | -14.9% |
| Q1 2019 | $2,153,000 | +15.5% | 37,080 | +4.5% | 0.24% | -6.9% |
| Q4 2018 | $1,864,000 | -7.1% | 35,491 | +6.6% | 0.26% | +4.4% |
| Q3 2018 | $2,007,000 | +1.5% | 33,284 | +1.2% | 0.25% | -12.0% |
| Q2 2018 | $1,977,000 | +285.4% | 32,893 | +304.2% | 0.28% | +253.8% |
| Q1 2018 | $513,000 | +566.2% | 8,138 | +569.8% | 0.08% | +515.4% |
| Q4 2017 | $77,000 | +2.7% | 1,215 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $75,000 | +4.2% | 1,215 | 0.0% | 0.01% | -7.1% |
| Q2 2017 | $72,000 | -47.1% | 1,215 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $136,000 | +123.0% | 2,430 | +100.0% | 0.01% | 0.0% |
| Q4 2016 | $61,000 | – | 1,215 | – | 0.01% | – |
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% |