ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,810 | -4.7% | 2,964 | -0.5% | 0.02% | -10.5% |
| Q2 2023 | $186,545 | -20.9% | 2,979 | -21.7% | 0.02% | -26.9% |
| Q1 2023 | $235,720 | +196.4% | 3,805 | +176.9% | 0.03% | +160.0% |
| Q4 2022 | $79,527 | +94.0% | 1,374 | +68.8% | 0.01% | +66.7% |
| Q3 2022 | $41,000 | -10.9% | 814 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $46,000 | -14.8% | 814 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $54,000 | -6.9% | 814 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $58,000 | +728.6% | 814 | +722.2% | 0.01% | +800.0% |
| Q3 2021 | $7,000 | +40.0% | 99 | +17.9% | 0.00% | -75.0% |
| Q1 2019 | $5,000 | +25.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 84 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |