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 | $628,456 | -54.8% | 10,476 | -52.8% | 0.40% | -53.2% |
| Q2 2023 | $1,390,681 | -4.0% | 22,208 | -5.0% | 0.86% | -8.8% |
| Q1 2023 | $1,448,992 | -3.0% | 23,388 | -9.4% | 0.95% | -10.6% |
| Q4 2022 | $1,494,444 | -15.5% | 25,818 | -25.7% | 1.06% | -24.9% |
| Q3 2022 | $1,768,000 | -45.6% | 34,743 | -39.0% | 1.41% | -42.5% |
| Q2 2022 | $3,250,000 | -38.7% | 56,993 | -29.1% | 2.45% | -29.8% |
| Q1 2022 | $5,306,000 | -71.9% | 80,343 | -69.8% | 3.49% | -74.4% |
| Q4 2021 | $18,860,000 | +9.3% | 265,806 | +9.4% | 13.64% | +4.1% |
| Q3 2021 | $17,253,000 | +1.2% | 243,005 | +4.6% | 13.11% | -0.3% |
| Q2 2021 | $17,041,000 | +11.2% | 232,400 | +6.6% | 13.15% | +1.1% |
| Q1 2021 | $15,320,000 | +8.2% | 217,969 | +3.4% | 13.01% | +1.5% |
| Q4 2020 | $14,158,000 | – | 210,715 | – | 12.82% | – |
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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% |