ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,436,554 | -4.3% | 40,616 | -0.1% | 2.82% | -19.3% |
| Q2 2023 | $2,545,691 | +2.6% | 40,653 | +1.5% | 3.49% | -6.8% |
| Q1 2023 | $2,480,478 | +7.6% | 40,040 | +0.5% | 3.75% | -1.0% |
| Q4 2022 | $2,305,360 | +21.5% | 39,830 | +6.9% | 3.79% | +0.9% |
| Q3 2022 | $1,898,000 | -9.1% | 37,272 | +1.8% | 3.76% | -3.6% |
| Q2 2022 | $2,088,000 | -13.1% | 36,613 | +1.4% | 3.90% | +7.4% |
| Q1 2022 | $2,404,000 | -3.6% | 36,112 | +2.7% | 3.63% | +4.1% |
| Q4 2021 | $2,495,000 | +2.8% | 35,172 | +2.9% | 3.49% | -3.4% |
| Q3 2021 | $2,426,000 | -3.4% | 34,174 | -0.3% | 3.61% | -2.6% |
| Q2 2021 | $2,511,000 | +2.8% | 34,260 | -1.4% | 3.71% | +0.7% |
| Q1 2021 | $2,442,000 | +3.9% | 34,750 | -0.6% | 3.68% | -0.2% |
| Q4 2020 | $2,350,000 | +244.1% | 34,972 | +198.7% | 3.69% | +56.6% |
| Q3 2020 | $683,000 | +4.4% | 11,707 | -2.4% | 2.36% | -1.5% |
| Q2 2020 | $654,000 | +29.0% | 11,998 | +11.2% | 2.39% | +18.5% |
| Q1 2020 | $507,000 | -29.1% | 10,787 | -6.6% | 2.02% | -7.6% |
| Q4 2019 | $715,000 | +6.9% | 11,551 | -0.3% | 2.18% | -0.7% |
| Q3 2019 | $669,000 | -25.5% | 11,588 | -24.4% | 2.20% | -13.3% |
| Q2 2019 | $898,000 | +27.7% | 15,321 | +26.6% | 2.54% | +6.4% |
| Q1 2019 | $703,000 | +6.5% | 12,103 | +2.9% | 2.38% | +9.7% |
| Q4 2018 | $660,000 | – | 11,757 | – | 2.17% | – |
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% |