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 | $86,474 | -4.2% | 1,441 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $90,265 | +2.7% | 1,441 | +1.6% | 0.04% | -8.2% |
| Q1 2023 | $87,911 | +7.0% | 1,419 | 0.0% | 0.05% | -3.9% |
| Q4 2022 | $82,135 | +14.1% | 1,419 | +0.9% | 0.05% | +13.3% |
| Q3 2022 | $72,000 | -10.0% | 1,407 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $80,000 | -13.0% | 1,407 | +1.7% | 0.05% | +4.5% |
| Q1 2022 | $92,000 | -6.1% | 1,384 | +0.1% | 0.04% | +4.8% |
| Q4 2021 | $98,000 | +2.1% | 1,383 | +1.8% | 0.04% | -8.7% |
| Q3 2021 | $96,000 | -4.0% | 1,358 | 0.0% | 0.05% | -6.1% |
| Q2 2021 | $100,000 | -61.1% | 1,358 | -67.3% | 0.05% | -72.6% |
| Q4 2019 | $257,000 | -0.4% | 4,155 | -7.0% | 0.18% | -6.3% |
| Q3 2019 | $258,000 | -20.1% | 4,466 | -18.9% | 0.19% | -28.5% |
| Q2 2019 | $323,000 | +2.2% | 5,507 | +1.2% | 0.27% | -5.7% |
| Q1 2019 | $316,000 | +9.0% | 5,441 | -1.4% | 0.28% | -7.2% |
| Q4 2018 | $290,000 | -42.5% | 5,520 | -33.9% | 0.30% | -18.4% |
| Q3 2018 | $504,000 | -5.4% | 8,353 | -5.7% | 0.37% | -11.0% |
| Q2 2018 | $533,000 | – | 8,858 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |