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 | $695,078 | +26.6% | 11,587 | +32.2% | 0.04% | +20.7% |
| Q2 2023 | $548,962 | +17.1% | 8,767 | +15.8% | 0.03% | +7.4% |
| Q1 2023 | $468,943 | +75.8% | 7,570 | +64.2% | 0.03% | +58.8% |
| Q4 2022 | $266,809 | -15.3% | 4,610 | -25.5% | 0.02% | -29.2% |
| Q3 2022 | $315,000 | +43.2% | 6,187 | +60.7% | 0.02% | +26.3% |
| Q2 2022 | $220,000 | -27.9% | 3,850 | -15.9% | 0.02% | -17.4% |
| Q1 2022 | $305,000 | +32.6% | 4,579 | +41.2% | 0.02% | +35.3% |
| Q4 2021 | $230,000 | -11.2% | 3,242 | -11.1% | 0.02% | -19.0% |
| Q3 2021 | $259,000 | +9.3% | 3,647 | +12.7% | 0.02% | +40.0% |
| Q2 2021 | $237,000 | -36.8% | 3,237 | -46.6% | 0.02% | -65.9% |
| Q4 2019 | $375,000 | +22.1% | 6,065 | +14.2% | 0.04% | +4.8% |
| Q3 2019 | $307,000 | +4.1% | 5,312 | +5.5% | 0.04% | -2.3% |
| Q2 2019 | $295,000 | +19.0% | 5,036 | +17.9% | 0.04% | +4.9% |
| Q1 2019 | $248,000 | +14.3% | 4,271 | +3.6% | 0.04% | -2.4% |
| Q4 2018 | $217,000 | – | 4,123 | – | 0.04% | – |
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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% |