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 | $561,939 | +16.7% | 9,367 | +21.8% | 0.18% | +52.1% |
| Q2 2023 | $481,686 | -3.5% | 7,692 | -4.5% | 0.12% | -9.3% |
| Q1 2023 | $499,021 | -13.6% | 8,055 | -20.5% | 0.13% | -22.8% |
| Q4 2022 | $577,732 | +11.7% | 10,130 | +0.1% | 0.17% | +9.2% |
| Q3 2022 | $517,000 | -10.7% | 10,120 | -0.1% | 0.15% | -8.9% |
| Q2 2022 | $579,000 | +121.8% | 10,130 | +158.6% | 0.17% | +162.5% |
| Q1 2022 | $261,000 | -0.4% | 3,918 | +5.7% | 0.06% | +4.9% |
| Q4 2021 | $262,000 | +8.3% | 3,705 | +8.3% | 0.06% | 0.0% |
| Q3 2021 | $242,000 | -0.4% | 3,420 | +4.9% | 0.06% | 0.0% |
| Q2 2021 | $243,000 | +10.5% | 3,259 | +4.4% | 0.06% | +1.7% |
| Q1 2021 | $220,000 | +1.4% | 3,121 | -3.9% | 0.06% | -6.2% |
| Q4 2020 | $217,000 | -6.9% | 3,246 | -1.3% | 0.06% | +1500.0% |
| Q3 2020 | $233,000 | – | 3,288 | – | 0.00% | – |
Download | ||||||
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% |