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 | $2,394,201 | -58.5% | 39,910 | -56.7% | 0.65% | -58.8% |
| Q2 2023 | $5,768,617 | +0.0% | 92,121 | -1.0% | 1.57% | -3.0% |
| Q1 2023 | $5,765,934 | +11.1% | 93,074 | +3.8% | 1.62% | +4.8% |
| Q4 2022 | $5,190,794 | +18.4% | 89,682 | +4.2% | 1.54% | +6.4% |
| Q3 2022 | $4,384,000 | -33.3% | 86,090 | -25.4% | 1.45% | -32.7% |
| Q2 2022 | $6,577,000 | +56.0% | 115,326 | +82.1% | 2.15% | +64.0% |
| Q1 2022 | $4,217,000 | +24.9% | 63,341 | +29.3% | 1.31% | +16.6% |
| Q4 2021 | $3,375,000 | -2.0% | 48,977 | +1.0% | 1.13% | -11.3% |
| Q3 2021 | $3,444,000 | – | 48,500 | – | 1.27% | – |
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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% |