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 | $22,776,299 | -6.1% | 379,668 | -2.0% | 4.26% | -12.5% |
| Q2 2023 | $24,257,669 | -0.4% | 387,379 | -1.5% | 4.86% | -12.2% |
| Q1 2023 | $24,364,023 | +7.2% | 393,285 | +0.2% | 5.54% | -0.9% |
| Q4 2022 | $22,728,314 | +30.4% | 392,680 | +14.7% | 5.59% | +16.3% |
| Q3 2022 | $17,427,000 | -2.5% | 342,243 | +9.2% | 4.80% | -0.8% |
| Q2 2022 | $17,879,000 | -14.5% | 313,510 | -0.1% | 4.84% | -9.3% |
| Q1 2022 | $20,903,000 | +47.6% | 313,959 | +57.3% | 5.34% | +41.2% |
| Q4 2021 | $14,163,000 | +6.9% | 199,652 | +7.0% | 3.78% | -27.7% |
| Q3 2021 | $13,250,000 | -4.2% | 186,620 | -1.1% | 5.23% | -8.2% |
| Q2 2021 | $13,838,000 | +3.0% | 188,781 | -1.3% | 5.70% | -4.8% |
| Q1 2021 | $13,440,000 | +4.5% | 191,234 | -0.1% | 5.99% | -7.0% |
| Q4 2020 | $12,865,000 | +13.1% | 191,473 | -1.8% | 6.44% | -1.2% |
| Q3 2020 | $11,372,000 | +4.1% | 194,926 | -2.7% | 6.52% | -3.1% |
| Q2 2020 | $10,923,000 | – | 200,341 | – | 6.72% | – |
Download | ||||||
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% |