ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,062 | -36.3% | 7,586 | -33.5% | 0.04% | -35.6% |
| Q2 2023 | $714,416 | +1.1% | 11,409 | +0.0% | 0.06% | -11.9% |
| Q1 2023 | $706,679 | +7.0% | 11,407 | 0.0% | 0.07% | -1.5% |
| Q4 2022 | $660,252 | +13.6% | 11,407 | +0.0% | 0.07% | +1.5% |
| Q3 2022 | $581,000 | -35.9% | 11,406 | -28.2% | 0.07% | -34.3% |
| Q2 2022 | $906,000 | +130.5% | 15,887 | +169.0% | 0.10% | +168.4% |
| Q1 2022 | $393,000 | +27.2% | 5,906 | +35.6% | 0.04% | +31.0% |
| Q4 2021 | $309,000 | -3.1% | 4,356 | +0.0% | 0.03% | -14.7% |
| Q3 2021 | $319,000 | 0.0% | 4,354 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $319,000 | +4.2% | 4,354 | +0.0% | 0.03% | -2.9% |
| Q1 2021 | $306,000 | +7.0% | 4,353 | +2.1% | 0.04% | 0.0% |
| Q4 2020 | $286,000 | +15.3% | 4,263 | 0.0% | 0.04% | +6.1% |
| Q3 2020 | $248,000 | 0.0% | 4,263 | -6.6% | 0.03% | -8.3% |
| Q2 2020 | $248,000 | +5.1% | 4,563 | -9.0% | 0.04% | -23.4% |
| Q1 2020 | $236,000 | -10.6% | 5,013 | +17.6% | 0.05% | +2.2% |
| Q4 2019 | $264,000 | +9.1% | 4,263 | +1.4% | 0.05% | -2.1% |
| Q3 2019 | $242,000 | -11.7% | 4,203 | -10.3% | 0.05% | -17.5% |
| Q2 2019 | $274,000 | +8.3% | 4,688 | +7.5% | 0.06% | +9.6% |
| Q1 2019 | $253,000 | +5.4% | 4,359 | -4.7% | 0.05% | -10.3% |
| Q4 2018 | $240,000 | -93.4% | 4,575 | -92.4% | 0.06% | -91.4% |
| Q3 2018 | $3,626,000 | +2317.3% | 59,979 | +2304.0% | 0.67% | +2140.0% |
| Q2 2018 | $150,000 | – | 2,495 | – | 0.03% | – |
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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% |