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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $35,000 | +12.9% | 520 | -2.6% | 0.01% | -14.3% |
| Q3 2020 | $31,000 | +3.3% | 534 | -2.4% | 0.01% | +16.7% |
| Q2 2020 | $30,000 | +11.1% | 547 | -3.2% | 0.01% | -14.3% |
| Q1 2020 | $27,000 | -18.2% | 565 | +3.3% | 0.01% | 0.0% |
| Q4 2019 | $33,000 | +6.5% | 547 | +1.5% | 0.01% | +40.0% |
| Q3 2019 | $31,000 | +3.3% | 539 | +7.2% | 0.01% | -28.6% |
| Q2 2019 | $30,000 | -3.2% | 503 | -5.1% | 0.01% | +16.7% |
| Q1 2019 | $31,000 | +14.8% | 530 | +1.9% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | -12.9% | 520 | -1.0% | 0.01% | 0.0% |
| Q3 2018 | $31,000 | +3.3% | 525 | +4.4% | 0.01% | 0.0% |
| Q2 2018 | $30,000 | -6.2% | 503 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $32,000 | – | 503 | – | 0.01% | – |
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% |