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 | $4,039,187 | +29.6% | 67,331 | +35.3% | 0.50% | +50.6% |
| Q2 2023 | $3,116,222 | +16.7% | 49,764 | +15.5% | 0.33% | +7.7% |
| Q1 2023 | $2,669,302 | -1.4% | 43,088 | -7.8% | 0.31% | +10.3% |
| Q4 2022 | $2,706,006 | +20.5% | 46,752 | +6.0% | 0.28% | +8.5% |
| Q3 2022 | $2,246,000 | +17.9% | 44,112 | +32.0% | 0.26% | +28.9% |
| Q2 2022 | $1,905,000 | -14.3% | 33,408 | 0.0% | 0.20% | -7.8% |
| Q1 2022 | $2,224,000 | -6.3% | 33,408 | 0.0% | 0.22% | -2.2% |
| Q4 2021 | $2,373,000 | +36.5% | 33,408 | +36.4% | 0.22% | +20.5% |
| Q3 2021 | $1,739,000 | +27.2% | 24,487 | +31.3% | 0.18% | +28.5% |
| Q2 2021 | $1,367,000 | +374.7% | 18,643 | +355.3% | 0.14% | +323.5% |
| Q1 2021 | $288,000 | +4.7% | 4,095 | 0.0% | 0.03% | -5.6% |
| Q4 2020 | $275,000 | – | 4,095 | – | 0.04% | – |
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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% |