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 | $1,428,482 | -4.2% | 23,812 | 0.0% | 0.18% | -1.1% |
| Q2 2023 | $1,491,107 | +1.1% | 23,812 | 0.0% | 0.19% | -11.8% |
| Q1 2023 | $1,475,153 | +7.0% | 23,812 | 0.0% | 0.21% | +131.9% |
| Q4 2022 | $1,378,239 | +6.2% | 23,812 | -6.6% | 0.09% | +46.8% |
| Q3 2022 | $1,298,000 | -10.7% | 25,495 | 0.0% | 0.06% | -41.0% |
| Q2 2022 | $1,454,000 | -14.3% | 25,495 | +0.1% | 0.10% | -0.9% |
| Q1 2022 | $1,696,000 | -6.1% | 25,467 | +0.0% | 0.11% | -63.3% |
| Q4 2021 | $1,806,000 | 0.0% | 25,465 | +0.1% | 0.29% | -5.2% |
| Q3 2021 | $1,806,000 | -3.1% | 25,434 | 0.0% | 0.30% | -2.6% |
| Q2 2021 | $1,864,000 | +4.4% | 25,434 | +0.1% | 0.31% | -4.3% |
| Q1 2021 | $1,786,000 | +4.6% | 25,416 | 0.0% | 0.33% | -15.3% |
| Q4 2020 | $1,708,000 | +15.2% | 25,416 | +0.0% | 0.39% | +2.7% |
| Q3 2020 | $1,483,000 | +9.2% | 25,412 | +2.0% | 0.38% | -0.8% |
| Q2 2020 | $1,358,000 | – | 24,910 | – | 0.38% | – |
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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% |