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 | $4,520,097 | +4.7% | 75,347 | +9.3% | 0.06% | -21.1% |
| Q2 2023 | $4,318,581 | +8.0% | 68,965 | +6.8% | 0.07% | +4.4% |
| Q1 2023 | $3,999,151 | +6.8% | 64,555 | -0.3% | 0.07% | -6.8% |
| Q4 2022 | $3,745,837 | +115.9% | 64,718 | +90.2% | 0.07% | +87.2% |
| Q3 2022 | $1,735,000 | +1.5% | 34,034 | +13.7% | 0.04% | +8.3% |
| Q2 2022 | $1,710,000 | -43.6% | 29,943 | -34.3% | 0.04% | -14.3% |
| Q1 2022 | $3,033,000 | +100.6% | 45,558 | +113.8% | 0.04% | +7.7% |
| Q4 2021 | $1,512,000 | +322.3% | 21,312 | +323.0% | 0.04% | +333.3% |
| Q3 2021 | $358,000 | +17.4% | 5,038 | +21.0% | 0.01% | -18.2% |
| Q2 2021 | $305,000 | +0.3% | 4,163 | -3.9% | 0.01% | -42.1% |
| Q1 2021 | $304,000 | +3.1% | 4,332 | -1.7% | 0.02% | -5.0% |
| Q4 2020 | $295,000 | +31.7% | 4,407 | +14.8% | 0.02% | -9.1% |
| Q3 2020 | $224,000 | 0.0% | 3,840 | -6.9% | 0.02% | 0.0% |
| Q2 2020 | $224,000 | -44.8% | 4,125 | -52.1% | 0.02% | -66.2% |
| Q1 2020 | $406,000 | -53.5% | 8,606 | -38.9% | 0.06% | -76.0% |
| Q4 2019 | $873,000 | +82.3% | 14,084 | +69.6% | 0.27% | +30.9% |
| Q3 2019 | $479,000 | -27.4% | 8,304 | -26.0% | 0.21% | -14.1% |
| Q2 2019 | $660,000 | +137.4% | 11,229 | +134.5% | 0.24% | +131.7% |
| Q1 2019 | $278,000 | – | 4,788 | – | 0.10% | – |
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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% |