ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,785,739 | -6.2% | 46,437 | -2.1% | 0.65% | +0.5% |
| Q2 2023 | $2,968,868 | +4.2% | 47,411 | +3.1% | 0.64% | -0.8% |
| Q1 2023 | $2,848,548 | +10.1% | 45,981 | +2.8% | 0.65% | +5.2% |
| Q4 2022 | $2,588,118 | +15.1% | 44,715 | +1.3% | 0.62% | +8.8% |
| Q3 2022 | $2,248,000 | -5.9% | 44,152 | +5.3% | 0.57% | -2.4% |
| Q2 2022 | $2,390,000 | -12.1% | 41,910 | +2.6% | 0.58% | +4.7% |
| Q1 2022 | $2,719,000 | +38.1% | 40,837 | +47.1% | 0.55% | +48.5% |
| Q4 2021 | $1,969,000 | +55.0% | 27,753 | +55.1% | 0.37% | +32.3% |
| Q3 2021 | $1,270,000 | -58.6% | 17,892 | -62.7% | 0.28% | -59.1% |
| Q2 2021 | $3,064,000 | +135.7% | 47,941 | +159.1% | 0.69% | +133.6% |
| Q1 2021 | $1,300,000 | -58.6% | 18,503 | -60.4% | 0.30% | -63.5% |
| Q4 2020 | $3,142,000 | +17.2% | 46,764 | +1.8% | 0.81% | +2.1% |
| Q3 2020 | $2,680,000 | -25.2% | 45,922 | -30.2% | 0.79% | -28.7% |
| Q2 2020 | $3,585,000 | +18.0% | 65,758 | +1.8% | 1.11% | -0.7% |
| Q1 2020 | $3,038,000 | -23.0% | 64,625 | +1.4% | 1.12% | +9.3% |
| Q4 2019 | $3,945,000 | +8.9% | 63,733 | +1.6% | 1.02% | -2.0% |
| Q3 2019 | $3,622,000 | -1.5% | 62,705 | +0.0% | 1.04% | -1.2% |
| Q2 2019 | $3,677,000 | +2.8% | 62,691 | +1.8% | 1.06% | +0.3% |
| Q1 2019 | $3,577,000 | -8.0% | 61,593 | -15.1% | 1.06% | +6.8% |
| Q4 2018 | $3,887,000 | -0.7% | 72,579 | +11.8% | 0.99% | -15.4% |
| Q3 2018 | $3,914,000 | +234.0% | 64,904 | +233.0% | 1.17% | +120.8% |
| Q2 2018 | $1,172,000 | -2.4% | 19,490 | +2.3% | 0.53% | -14.0% |
| Q1 2018 | $1,201,000 | +7.2% | 19,047 | +7.2% | 0.62% | -3.5% |
| Q4 2017 | $1,120,000 | – | 17,760 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |