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 | $3,762,029 | +5.9% | 62,711 | +10.5% | 0.87% | +13.9% |
| Q2 2023 | $3,552,519 | +12.2% | 56,731 | +11.0% | 0.76% | +5.8% |
| Q1 2023 | $3,166,658 | +17.6% | 51,116 | +9.9% | 0.72% | +25.9% |
| Q4 2022 | $2,692,199 | +8.4% | 46,513 | -4.6% | 0.57% | -13.5% |
| Q3 2022 | $2,483,000 | -2.4% | 48,757 | +7.3% | 0.66% | +4.6% |
| Q2 2022 | $2,545,000 | -7.8% | 45,446 | +9.7% | 0.63% | +9.2% |
| Q1 2022 | $2,759,000 | +5.7% | 41,436 | +12.6% | 0.58% | +7.2% |
| Q4 2021 | $2,610,000 | +17.9% | 36,786 | +18.0% | 0.54% | +4.9% |
| Q3 2021 | $2,214,000 | +11.6% | 31,177 | +15.2% | 0.52% | +12.4% |
| Q2 2021 | $1,984,000 | +20.7% | 27,071 | +15.7% | 0.46% | +12.0% |
| Q1 2021 | $1,644,000 | +20.0% | 23,391 | +14.7% | 0.41% | +4.1% |
| Q4 2020 | $1,370,000 | +30.6% | 20,391 | +13.4% | 0.39% | +10.7% |
| Q3 2020 | $1,049,000 | +15.3% | 17,975 | +7.6% | 0.36% | +1.4% |
| Q2 2020 | $910,000 | +42.2% | 16,698 | +22.7% | 0.35% | +2.3% |
| Q1 2020 | $640,000 | +157.0% | 13,614 | +186.9% | 0.34% | +213.8% |
| Q4 2018 | $249,000 | – | 4,745 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |