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 | $1,664,209 | -4.5% | 27,741 | -0.3% | 0.08% | -2.6% |
| Q2 2023 | $1,742,571 | -12.1% | 27,828 | -13.0% | 0.08% | -19.8% |
| Q1 2023 | $1,981,911 | +7.1% | 31,992 | +0.0% | 0.10% | -84.9% |
| Q4 2022 | $1,850,889 | -10.5% | 31,978 | -21.3% | 0.64% | +425.6% |
| Q3 2022 | $2,069,000 | -1.9% | 40,636 | +9.9% | 0.12% | +2.5% |
| Q2 2022 | $2,109,000 | +15.2% | 36,988 | +34.6% | 0.12% | +34.1% |
| Q1 2022 | $1,830,000 | +128.8% | 27,483 | +143.7% | 0.09% | +125.6% |
| Q4 2021 | $800,000 | +187.8% | 11,279 | +151.4% | 0.04% | +225.0% |
| Q4 2019 | $278,000 | – | 4,487 | – | 0.01% | – |
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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% |