ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,692 | +25.1% | 6,846 | +30.6% | 0.18% | +26.2% |
| Q2 2023 | $328,254 | +1.7% | 5,242 | +0.6% | 0.14% | -3.4% |
| Q1 2023 | $322,698 | +1.8% | 5,209 | -4.9% | 0.15% | -3.3% |
| Q4 2022 | $317,067 | +16.1% | 5,478 | +2.0% | 0.15% | +4.1% |
| Q3 2022 | $273,000 | -6.5% | 5,368 | +4.8% | 0.14% | -2.7% |
| Q2 2022 | $292,000 | -12.3% | 5,124 | +2.6% | 0.15% | -1.3% |
| Q1 2022 | $333,000 | -3.2% | 4,996 | +2.9% | 0.15% | -0.7% |
| Q4 2021 | $344,000 | -2.3% | 4,853 | +0.6% | 0.15% | -5.0% |
| Q3 2021 | $352,000 | +2.9% | 4,823 | +3.5% | 0.16% | -8.0% |
| Q2 2021 | $342,000 | +9.3% | 4,661 | +4.7% | 0.17% | +2.4% |
| Q1 2021 | $313,000 | -0.9% | 4,451 | -5.3% | 0.17% | -10.1% |
| Q4 2020 | $316,000 | +17.5% | 4,700 | +1.8% | 0.19% | +1.1% |
| Q3 2020 | $269,000 | +10.7% | 4,618 | +3.8% | 0.19% | +2.2% |
| Q2 2020 | $243,000 | +17.4% | 4,451 | +1.3% | 0.18% | -2.1% |
| Q1 2020 | $207,000 | -21.0% | 4,396 | +3.9% | 0.19% | -6.0% |
| Q4 2019 | $262,000 | – | 4,231 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |