ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,159 | -12.5% | 10,117 | -8.7% | 0.04% | -37.3% |
| Q2 2023 | $694,046 | +2.3% | 11,083 | +1.2% | 0.06% | 0.0% |
| Q1 2023 | $678,258 | -2.6% | 10,948 | -9.0% | 0.06% | -13.2% |
| Q4 2022 | $696,136 | +14.9% | 12,027 | +1.1% | 0.07% | +4.6% |
| Q3 2022 | $606,000 | -30.5% | 11,899 | -22.1% | 0.06% | -8.5% |
| Q2 2022 | $872,000 | +34.8% | 15,282 | +57.3% | 0.07% | 0.0% |
| Q1 2022 | $647,000 | +47.4% | 9,713 | +56.9% | 0.07% | +51.1% |
| Q4 2021 | $439,000 | +26.1% | 6,189 | +26.4% | 0.05% | +9.3% |
| Q3 2021 | $348,000 | +20.0% | 4,898 | +23.8% | 0.04% | +16.2% |
| Q2 2021 | $290,000 | +31.2% | 3,955 | +25.8% | 0.04% | +15.6% |
| Q1 2021 | $221,000 | +9.4% | 3,143 | +4.4% | 0.03% | 0.0% |
| Q4 2020 | $202,000 | -43.4% | 3,011 | +393.6% | 0.03% | +128.6% |
| Q2 2019 | $357,000 | – | 610 | – | 0.01% | – |
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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% |