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 | $408,932 | +0.0% | 6,528 | 0.0% | 0.33% | 0.0% |
| Q2 2023 | $408,926 | -3.4% | 6,528 | -4.4% | 0.33% | +9.8% |
| Q1 2023 | $423,345 | -9.3% | 6,832 | -15.3% | 0.30% | +29.1% |
| Q4 2022 | $466,782 | +17.9% | 8,063 | +3.7% | 0.23% | +52.3% |
| Q3 2022 | $396,000 | +95.1% | 7,772 | +118.1% | 0.15% | +13.5% |
| Q2 2022 | $203,000 | -2.4% | 3,563 | -0.8% | 0.13% | -23.1% |
| Q3 2019 | $208,000 | -1.4% | 3,593 | 0.0% | 0.17% | -8.5% |
| Q2 2019 | $211,000 | +1.0% | 3,593 | 0.0% | 0.19% | +15.2% |
| Q1 2019 | $209,000 | – | 3,593 | – | 0.16% | – |
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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% |