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 | $2,560,331 | -15.8% | 42,679 | -12.1% | 0.17% | -21.8% |
| Q2 2023 | $3,041,280 | +2.5% | 48,567 | +1.4% | 0.22% | -5.3% |
| Q1 2023 | $2,966,481 | +8.6% | 47,885 | +1.5% | 0.23% | 0.0% |
| Q4 2022 | $2,730,957 | +140.6% | 47,183 | +111.7% | 0.23% | +91.6% |
| Q3 2022 | $1,135,000 | -13.2% | 22,286 | -2.8% | 0.12% | 0.0% |
| Q2 2022 | $1,308,000 | -22.8% | 22,935 | -9.9% | 0.12% | -13.8% |
| Q1 2022 | $1,694,000 | +334.4% | 25,445 | +363.4% | 0.14% | +392.9% |
| Q4 2021 | $390,000 | – | 5,491 | – | 0.03% | – |
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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% |