ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,665,341 | -2.0% | 411,158 | +2.3% | 1.27% | -3.6% |
| Q2 2023 | $25,159,560 | +37.3% | 401,782 | +35.8% | 1.32% | +18.4% |
| Q1 2023 | $18,325,089 | -32.6% | 295,805 | -37.1% | 1.11% | -32.4% |
| Q4 2022 | $27,199,839 | +13.4% | 469,935 | -0.2% | 1.65% | -0.2% |
| Q3 2022 | $23,977,000 | -5.4% | 470,885 | +5.9% | 1.65% | +31.9% |
| Q2 2022 | $25,343,000 | -10.3% | 444,703 | +4.7% | 1.25% | +3.1% |
| Q1 2022 | $28,267,000 | +1.3% | 424,561 | +8.0% | 1.21% | +14.3% |
| Q4 2021 | $27,894,000 | -18.3% | 393,135 | -18.1% | 1.06% | -18.8% |
| Q3 2021 | $34,141,000 | +1.1% | 479,943 | +4.5% | 1.31% | -0.7% |
| Q2 2021 | $33,762,000 | +1.3% | 459,058 | -0.5% | 1.32% | +41.6% |
| Q1 2021 | $33,331,000 | +0.7% | 461,144 | -4.2% | 0.93% | -30.0% |
| Q4 2020 | $33,093,000 | +56.4% | 481,157 | +30.7% | 1.33% | +21.1% |
| Q3 2020 | $21,162,000 | +30.5% | 368,089 | +23.2% | 1.10% | +21.6% |
| Q2 2020 | $16,213,000 | +19.5% | 298,679 | +1.5% | 0.90% | -1.0% |
| Q1 2020 | $13,562,000 | +82.3% | 294,396 | +145.8% | 0.91% | +129.5% |
| Q4 2019 | $7,438,000 | +41.2% | 119,785 | +30.8% | 0.40% | +26.0% |
| Q3 2019 | $5,269,000 | -1.6% | 91,545 | +0.2% | 0.32% | -5.1% |
| Q2 2019 | $5,354,000 | +8.7% | 91,317 | +7.7% | 0.33% | +2.2% |
| Q1 2019 | $4,924,000 | +19.6% | 84,808 | +18.7% | 0.32% | +6.6% |
| Q4 2018 | $4,117,000 | +69.0% | 71,448 | +78.8% | 0.30% | +88.3% |
| Q3 2018 | $2,436,000 | +275.3% | 39,958 | +270.1% | 0.16% | +217.6% |
| Q2 2018 | $649,000 | +59.1% | 10,797 | +66.5% | 0.05% | +41.7% |
| Q1 2018 | $408,000 | -12.4% | 6,485 | -12.3% | 0.04% | -14.3% |
| Q4 2017 | $466,000 | +2.4% | 7,393 | -1.1% | 0.04% | -6.7% |
| Q3 2017 | $455,000 | -52.2% | 7,474 | -55.0% | 0.04% | -54.1% |
| Q2 2017 | $952,000 | +615.8% | 16,611 | +579.9% | 0.10% | +600.0% |
| Q1 2017 | $133,000 | +171.4% | 2,443 | +149.0% | 0.01% | +133.3% |
| Q4 2016 | $49,000 | +1125.0% | 981 | +1096.3% | 0.01% | +500.0% |
| Q3 2016 | $4,000 | -50.0% | 82 | -50.9% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | – | 167 | – | 0.00% | – |
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% |