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 | $3,024,846 | -3.1% | 50,423 | +1.2% | 0.78% | +1.8% |
| Q2 2023 | $3,120,901 | +8.8% | 49,839 | +7.6% | 0.76% | +3.2% |
| Q1 2023 | $2,869,395 | +8.2% | 46,318 | +1.0% | 0.74% | +2.5% |
| Q4 2022 | $2,653,040 | +3.7% | 45,837 | -8.8% | 0.72% | +1.8% |
| Q3 2022 | $2,559,000 | -9.9% | 50,273 | +0.9% | 0.71% | -7.1% |
| Q2 2022 | $2,841,000 | -8.3% | 49,831 | +7.1% | 0.76% | +4.5% |
| Q1 2022 | $3,097,000 | +3.1% | 46,529 | +9.8% | 0.73% | +5.8% |
| Q4 2021 | $3,005,000 | +3.1% | 42,360 | +3.2% | 0.69% | -6.4% |
| Q3 2021 | $2,915,000 | -3.2% | 41,066 | -0.1% | 0.74% | -4.0% |
| Q2 2021 | $3,012,000 | +15.0% | 41,091 | +10.2% | 0.77% | +5.3% |
| Q1 2021 | $2,620,000 | +13.6% | 37,286 | +8.6% | 0.73% | +4.1% |
| Q4 2020 | $2,306,000 | +27.0% | 34,328 | +10.3% | 0.70% | +9.7% |
| Q3 2020 | $1,816,000 | +7.1% | 31,128 | +0.8% | 0.64% | +0.3% |
| Q2 2020 | $1,695,000 | +26.9% | 30,893 | +3.6% | 0.64% | +0.3% |
| Q1 2020 | $1,336,000 | -1.2% | 29,821 | +38.1% | 0.63% | +40.3% |
| Q4 2019 | $1,352,000 | +12.0% | 21,597 | +2.4% | 0.45% | +3.2% |
| Q3 2019 | $1,207,000 | +8.0% | 21,081 | +11.3% | 0.44% | +4.8% |
| Q2 2019 | $1,118,000 | +6.5% | 18,944 | +6.1% | 0.42% | -1.6% |
| Q1 2019 | $1,050,000 | +16.7% | 17,853 | +13.6% | 0.42% | +3.7% |
| Q4 2018 | $900,000 | – | 15,715 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |