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 | $734,824 | +13.1% | 12,249 | +18.0% | 0.05% | +15.2% |
| Q2 2023 | $649,903 | -71.1% | 10,379 | -86.8% | 0.05% | -71.6% |
| Q1 2023 | $2,250,757 | +307.9% | 78,918 | +736.6% | 0.16% | +295.1% |
| Q4 2022 | $551,736 | +100.6% | 9,433 | +66.8% | 0.04% | +78.3% |
| Q3 2022 | $275,000 | -46.6% | 5,656 | -37.3% | 0.02% | -45.2% |
| Q2 2022 | $515,000 | -16.5% | 9,027 | -2.6% | 0.04% | +2.4% |
| Q1 2022 | $617,000 | -7.9% | 9,270 | -1.7% | 0.04% | -2.4% |
| Q4 2021 | $670,000 | +11.9% | 9,435 | +11.8% | 0.04% | +5.0% |
| Q3 2021 | $599,000 | -2.1% | 8,438 | +1.0% | 0.04% | -2.4% |
| Q2 2021 | $612,000 | +7.4% | 8,354 | +3.1% | 0.04% | +2.5% |
| Q1 2021 | $570,000 | +43.6% | 8,100 | +13.2% | 0.04% | +48.1% |
| Q4 2020 | $397,000 | -18.1% | 7,155 | -14.1% | 0.03% | -34.1% |
| Q3 2020 | $485,000 | -74.9% | 8,329 | -74.2% | 0.04% | -77.6% |
| Q2 2020 | $1,932,000 | +657.6% | 32,315 | +495.7% | 0.18% | +408.3% |
| Q1 2020 | $255,000 | -24.1% | 5,425 | -0.1% | 0.04% | 0.0% |
| Q4 2019 | $336,000 | – | 5,432 | – | 0.04% | – |
Download | ||||||
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% |