ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,763 | -23.1% | 3,580 | -19.7% | 0.01% | -25.0% |
| Q2 2023 | $279,159 | -2.5% | 4,458 | -3.5% | 0.01% | -11.1% |
| Q1 2023 | $286,208 | +1.5% | 4,620 | -5.2% | 0.01% | 0.0% |
| Q4 2022 | $281,990 | +13.7% | 4,872 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $248,000 | -10.5% | 4,872 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $277,000 | -14.5% | 4,872 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $324,000 | -6.1% | 4,872 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $345,000 | -0.3% | 4,872 | 0.0% | 0.01% | -15.4% |
| Q3 2021 | $346,000 | -42.5% | 4,872 | -40.7% | 0.01% | -43.5% |
| Q2 2021 | $602,000 | +34.7% | 8,222 | +29.3% | 0.02% | +21.1% |
| Q1 2021 | $447,000 | +4.7% | 6,357 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $427,000 | +15.1% | 6,357 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $371,000 | +6.9% | 6,357 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $347,000 | -11.7% | 6,357 | -23.9% | 0.02% | -25.9% |
| Q1 2020 | $393,000 | -28.4% | 8,357 | -5.8% | 0.03% | -12.9% |
| Q4 2019 | $549,000 | +7.0% | 8,875 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $513,000 | -4.1% | 8,875 | -2.8% | 0.03% | -6.1% |
| Q2 2019 | $535,000 | -0.4% | 9,128 | -1.2% | 0.03% | -2.9% |
| Q1 2019 | $537,000 | +15.2% | 9,239 | +4.2% | 0.03% | 0.0% |
| Q4 2018 | $466,000 | -12.9% | 8,869 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $535,000 | +0.4% | 8,869 | 0.0% | 0.03% | -15.0% |
| Q2 2018 | $533,000 | -4.7% | 8,869 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $559,000 | +2.6% | 8,869 | +2.6% | 0.04% | +2.6% |
| Q4 2017 | $545,000 | +3.0% | 8,647 | -0.4% | 0.04% | -2.6% |
| Q3 2017 | $529,000 | +6.2% | 8,679 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $498,000 | +7.6% | 8,679 | +2.6% | 0.04% | +5.4% |
| Q1 2017 | $463,000 | +11.0% | 8,458 | +2.4% | 0.04% | +5.7% |
| Q4 2016 | $417,000 | – | 8,260 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |