ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,189 | -12.1% | 1,220 | -8.2% | 0.01% | -11.1% |
| Q2 2023 | $83,223 | +1217.0% | 1,329 | +1202.9% | 0.01% | +800.0% |
| Q1 2023 | $6,319 | -12.7% | 102 | -18.4% | 0.00% | 0.0% |
| Q4 2022 | $7,235 | +20.6% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 125 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $7,000 | -12.5% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 125 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $9,000 | – | 125 | – | 0.00% | – |
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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% |