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 | $779,715 | -4.2% | 12,997 | 0.0% | 0.37% | -2.9% |
| Q2 2023 | $813,899 | -0.6% | 12,997 | -1.7% | 0.38% | -10.5% |
| Q1 2023 | $819,039 | -4.6% | 13,221 | -10.8% | 0.42% | -9.9% |
| Q4 2022 | $858,097 | +8.2% | 14,825 | -4.7% | 0.47% | +0.2% |
| Q3 2022 | $793,000 | -90.7% | 15,564 | -89.6% | 0.47% | -89.4% |
| Q2 2022 | $8,570,000 | -22.2% | 150,274 | -9.1% | 4.39% | -6.1% |
| Q1 2022 | $11,011,000 | -5.5% | 165,375 | +0.7% | 4.68% | -3.9% |
| Q4 2021 | $11,653,000 | +1.5% | 164,268 | +1.6% | 4.87% | -10.8% |
| Q3 2021 | $11,481,000 | -4.5% | 161,702 | -1.4% | 5.46% | -4.9% |
| Q2 2021 | $12,023,000 | +8.7% | 164,027 | +4.2% | 5.74% | -4.9% |
| Q1 2021 | $11,065,000 | +1.8% | 157,440 | -2.6% | 6.04% | +1.0% |
| Q4 2020 | $10,866,000 | +17.3% | 161,719 | +1.9% | 5.98% | +0.2% |
| Q3 2020 | $9,262,000 | +16.8% | 158,756 | +9.2% | 5.97% | +2.4% |
| Q2 2020 | $7,929,000 | – | 145,438 | – | 5.83% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |