ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,659 | +0.8% | 3,287 | -7.2% | 0.13% | -15.9% |
| Q2 2022 | $202,000 | -17.6% | 3,542 | -3.9% | 0.16% | -2.5% |
| Q1 2022 | $245,000 | -11.6% | 3,684 | -5.7% | 0.16% | -9.6% |
| Q4 2021 | $277,000 | -6.7% | 3,906 | -6.6% | 0.18% | -8.2% |
| Q3 2021 | $297,000 | -30.3% | 4,180 | -28.0% | 0.19% | -33.3% |
| Q2 2021 | $426,000 | -19.3% | 5,806 | -22.7% | 0.29% | -18.3% |
| Q1 2021 | $528,000 | -17.5% | 7,511 | -21.1% | 0.36% | -22.3% |
| Q4 2020 | $640,000 | -40.2% | 9,520 | -48.1% | 0.46% | -46.1% |
| Q3 2020 | $1,071,000 | -33.2% | 18,355 | -37.6% | 0.85% | -33.8% |
| Q2 2020 | $1,603,000 | +4.8% | 29,396 | -9.6% | 1.28% | -4.6% |
| Q1 2020 | $1,529,000 | -24.7% | 32,526 | -7.5% | 1.35% | -11.9% |
| Q4 2019 | $2,030,000 | +2.7% | 35,151 | +2.7% | 1.53% | -4.3% |
| Q3 2019 | $1,976,000 | -9.9% | 34,217 | -8.5% | 1.60% | -4.7% |
| Q2 2019 | $2,193,000 | -12.1% | 37,397 | -5.6% | 1.67% | -21.7% |
| Q1 2019 | $2,496,000 | +27.1% | 39,596 | +5.9% | 2.14% | +14.8% |
| Q4 2018 | $1,964,000 | -14.5% | 37,396 | -1.9% | 1.86% | -4.2% |
| Q3 2018 | $2,298,000 | -6.4% | 38,110 | -6.6% | 1.94% | -7.4% |
| Q2 2018 | $2,455,000 | -5.0% | 40,820 | -0.4% | 2.10% | -2.1% |
| Q1 2018 | $2,584,000 | +7.0% | 40,991 | +7.0% | 2.14% | +18.6% |
| Q4 2017 | $2,416,000 | +8.4% | 38,298 | +4.8% | 1.81% | +2.7% |
| Q3 2017 | $2,228,000 | +3.9% | 36,542 | -2.3% | 1.76% | -3.6% |
| Q2 2017 | $2,144,000 | +2.0% | 37,386 | -2.6% | 1.83% | -4.0% |
| Q1 2017 | $2,101,000 | +12.5% | 38,378 | +3.7% | 1.90% | +2.8% |
| Q4 2016 | $1,868,000 | +9.2% | 37,005 | +13.0% | 1.85% | +2.4% |
| Q3 2016 | $1,710,000 | – | 32,739 | – | 1.81% | – |
Download | ||||||
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% |