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 | $89,837,512 | -2.7% | 1,497,541 | +1.5% | 9.90% | -0.9% |
| Q2 2023 | $92,365,711 | +2.8% | 1,475,019 | +1.7% | 9.98% | -2.8% |
| Q1 2023 | $89,832,876 | +9.9% | 1,450,087 | +2.7% | 10.28% | +1.3% |
| Q4 2022 | $81,756,208 | +16.6% | 1,412,512 | +2.6% | 10.14% | +4.6% |
| Q3 2022 | $70,108,000 | -8.2% | 1,376,840 | +2.8% | 9.69% | -11.0% |
| Q2 2022 | $76,361,000 | -1.6% | 1,338,979 | +7.3% | 10.90% | +2.3% |
| Q1 2022 | $77,631,000 | +12.1% | 1,247,899 | +27.9% | 10.66% | +16.1% |
| Q4 2021 | $69,229,000 | +6.9% | 975,878 | +7.0% | 9.18% | -3.7% |
| Q3 2021 | $64,767,000 | +0.1% | 912,222 | +2.2% | 9.53% | -4.6% |
| Q2 2021 | $64,680,000 | -2.3% | 892,881 | -5.2% | 9.99% | -2.7% |
| Q1 2021 | $66,200,000 | +2.5% | 941,960 | +2.3% | 10.26% | -3.5% |
| Q4 2020 | $64,596,000 | +26.7% | 920,835 | +5.4% | 10.64% | +5.7% |
| Q3 2020 | $50,980,000 | +3.0% | 873,847 | +3.2% | 10.06% | -1.5% |
| Q2 2020 | $49,472,000 | +30.5% | 846,844 | +5.0% | 10.21% | +5.8% |
| Q1 2020 | $37,896,000 | -22.1% | 806,137 | +2.6% | 9.66% | -10.4% |
| Q4 2019 | $48,644,000 | +14.9% | 785,859 | +7.2% | 10.78% | +6.6% |
| Q3 2019 | $42,339,000 | +4.8% | 733,028 | +6.4% | 10.11% | +0.2% |
| Q2 2019 | $40,414,000 | +8.5% | 689,204 | +7.5% | 10.09% | +0.3% |
| Q1 2019 | $37,233,000 | +23.1% | 641,177 | +11.3% | 10.06% | +7.8% |
| Q4 2018 | $30,249,000 | +28.5% | 575,850 | +47.9% | 9.33% | +21.1% |
| Q3 2018 | $23,534,000 | +8.8% | 389,321 | +9.5% | 7.70% | +2.6% |
| Q2 2018 | $21,635,000 | +11.4% | 355,673 | +13.7% | 7.51% | -1.9% |
| Q1 2018 | $19,415,000 | +10.3% | 312,908 | +12.1% | 7.65% | +6.7% |
| Q4 2017 | $17,609,000 | +20.3% | 279,167 | +16.3% | 7.17% | +6.9% |
| Q3 2017 | $14,634,000 | – | 239,981 | – | 6.71% | – |
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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% |