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. | 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% |