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 | $456,021 | -32.8% | 7,602 | -29.9% | 0.02% | -32.3% |
| Q2 2023 | $678,902 | +51.2% | 10,842 | +49.5% | 0.03% | +40.9% |
| Q1 2023 | $449,112 | +10.4% | 7,250 | +3.2% | 0.02% | 0.0% |
| Q4 2022 | $406,683 | +59.5% | 7,026 | +57.3% | 0.02% | +37.5% |
| Q2 2022 | $255,000 | -72.1% | 4,467 | -67.5% | 0.02% | -65.2% |
| Q1 2022 | $915,000 | +26.9% | 13,747 | +35.2% | 0.05% | +17.9% |
| Q4 2021 | $721,000 | -21.8% | 10,165 | -21.7% | 0.04% | -26.4% |
| Q3 2021 | $922,000 | -9.0% | 12,985 | -6.1% | 0.05% | -13.1% |
| Q2 2021 | $1,013,000 | +5.9% | 13,826 | +1.5% | 0.06% | +38.6% |
| Q1 2021 | $957,000 | +4.6% | 13,618 | 0.0% | 0.04% | -6.4% |
| Q4 2020 | $915,000 | +150.0% | 13,618 | +117.3% | 0.05% | +46.9% |
| Q3 2020 | $366,000 | +1120.0% | 6,268 | +1054.3% | 0.03% | +966.7% |
| Q2 2020 | $30,000 | -48.3% | 543 | -54.6% | 0.00% | -50.0% |
| Q1 2020 | $58,000 | -21.6% | 1,195 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $74,000 | +7.2% | 1,195 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $69,000 | -37.3% | 1,195 | -36.6% | 0.01% | -38.5% |
| Q2 2019 | $110,000 | +59.4% | 1,884 | +57.7% | 0.01% | +62.5% |
| Q1 2019 | $69,000 | -1.4% | 1,195 | -10.6% | 0.01% | -20.0% |
| Q4 2018 | $70,000 | +2.9% | 1,336 | +7.8% | 0.01% | +11.1% |
| Q3 2018 | $68,000 | -8.1% | 1,239 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $74,000 | +2.8% | 1,239 | +8.2% | 0.01% | -16.7% |
| Q1 2018 | $72,000 | +67.4% | 1,145 | +69.6% | 0.01% | +71.4% |
| Q4 2017 | $43,000 | +4.9% | 675 | 0.0% | 0.01% | -22.2% |
| Q3 2017 | $41,000 | – | 675 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |