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 | $14,193,034 | +27.9% | 236,590 | +32.0% | 4.94% | +31.6% |
| Q1 2023 | $11,100,153 | -1.1% | 179,179 | -7.6% | 3.75% | -6.2% |
| Q4 2022 | $11,224,279 | -29.3% | 193,923 | -18.7% | 4.00% | -26.0% |
| Q1 2022 | $15,879,000 | -16.7% | 238,495 | -11.2% | 5.41% | -17.0% |
| Q4 2021 | $19,055,000 | +17.2% | 268,602 | +21.1% | 6.52% | +2.9% |
| Q3 2021 | $16,253,000 | 0.0% | 221,732 | 0.0% | 6.34% | 0.0% |
| Q2 2021 | $16,253,000 | +70.4% | 221,732 | +35.6% | 6.34% | +64.3% |
| Q3 2020 | $9,540,000 | +52.9% | 163,526 | +62.3% | 3.86% | -15.3% |
| Q4 2019 | $6,238,000 | +16.3% | 100,772 | +8.5% | 4.56% | +70.4% |
| Q3 2019 | $5,364,000 | +9.1% | 92,868 | +10.7% | 2.67% | +4.0% |
| Q2 2019 | $4,918,000 | +174.9% | 83,866 | +172.3% | 2.57% | +175.6% |
| Q1 2019 | $1,789,000 | – | 30,803 | – | 0.93% | – |
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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% |