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 | $1,483,758 | -6.4% | 24,733 | -2.3% | 0.38% | -5.5% |
| Q2 2023 | $1,584,968 | +1.0% | 25,311 | -0.1% | 0.40% | -2.4% |
| Q1 2023 | $1,569,076 | -13.3% | 25,328 | -19.0% | 0.41% | -21.4% |
| Q4 2022 | $1,810,163 | +0.6% | 31,274 | -11.5% | 0.52% | -8.1% |
| Q3 2022 | $1,799,000 | -3.6% | 35,327 | +7.9% | 0.57% | -1.2% |
| Q2 2022 | $1,867,000 | +7.2% | 32,742 | +25.2% | 0.58% | -6.5% |
| Q1 2022 | $1,742,000 | -20.4% | 26,159 | -15.2% | 0.62% | -13.5% |
| Q4 2021 | $2,188,000 | +54.7% | 30,850 | +54.9% | 0.71% | +27.3% |
| Q3 2021 | $1,414,000 | +14.4% | 19,921 | +18.1% | 0.56% | +3.1% |
| Q2 2021 | $1,236,000 | +29.7% | 16,864 | +24.3% | 0.54% | -3.7% |
| Q1 2021 | $953,000 | +62.6% | 13,566 | +43.2% | 0.56% | +5.4% |
| Q4 2019 | $586,000 | -2.8% | 9,471 | -9.2% | 0.54% | -8.7% |
| Q3 2019 | $603,000 | -16.5% | 10,435 | -16.2% | 0.59% | -15.8% |
| Q2 2019 | $722,000 | -8.5% | 12,450 | -8.4% | 0.70% | -11.7% |
| Q1 2019 | $789,000 | +45.8% | 13,590 | +32.1% | 0.79% | +30.5% |
| Q4 2018 | $541,000 | – | 10,290 | – | 0.60% | – |
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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% |