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 | $202,392 | -11.8% | 3,374 | -8.0% | 0.03% | -11.1% |
| Q2 2023 | $229,576 | -65.3% | 3,666 | -65.7% | 0.04% | -66.7% |
| Q1 2023 | $661,333 | +4.4% | 10,675 | -2.5% | 0.11% | +0.9% |
| Q4 2022 | $633,675 | +15.2% | 10,948 | +1.3% | 0.11% | +12.6% |
| Q3 2022 | $550,000 | -11.3% | 10,806 | -0.5% | 0.10% | -42.4% |
| Q2 2022 | $620,000 | -10.5% | 10,865 | +4.4% | 0.16% | +71.9% |
| Q1 2022 | $693,000 | -5.3% | 10,405 | +0.9% | 0.10% | +3.2% |
| Q4 2021 | $732,000 | +14.9% | 10,314 | +15.0% | 0.09% | +9.4% |
| Q3 2021 | $637,000 | +0.8% | 8,969 | +4.1% | 0.08% | -2.3% |
| Q2 2021 | $632,000 | +47.7% | 8,617 | +41.5% | 0.09% | +35.9% |
| Q1 2021 | $428,000 | +8.6% | 6,089 | +3.9% | 0.06% | +14.3% |
| Q4 2020 | $394,000 | +9.7% | 5,863 | -4.8% | 0.06% | -3.4% |
| Q3 2020 | $359,000 | -1.1% | 6,161 | -2.9% | 0.06% | 0.0% |
| Q2 2020 | $363,000 | +13.8% | 6,343 | -1.3% | 0.06% | +1.8% |
| Q1 2020 | $319,000 | -11.6% | 6,427 | +2.6% | 0.06% | -9.5% |
| Q4 2019 | $361,000 | -3.7% | 6,266 | -3.5% | 0.06% | -11.3% |
| Q3 2019 | $375,000 | -10.1% | 6,493 | -8.8% | 0.07% | -12.3% |
| Q2 2019 | $417,000 | +9.4% | 7,117 | +8.4% | 0.08% | +3.8% |
| Q1 2019 | $381,000 | +60.1% | 6,567 | +45.2% | 0.08% | +50.0% |
| Q4 2018 | $238,000 | – | 4,522 | – | 0.05% | – |
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% |