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 2021 | $99,000 | +98.0% | 689 | 0.0% | 0.04% | +84.2% |
| Q2 2021 | $50,000 | +35.1% | 689 | +27.6% | 0.02% | +5.6% |
| Q1 2021 | $37,000 | 0.0% | 540 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $37,000 | +8.8% | 540 | -8.5% | 0.02% | -10.0% |
| Q3 2020 | $34,000 | +6.2% | 590 | 0.0% | 0.02% | -13.0% |
| Q2 2020 | $32,000 | +77.8% | 590 | +92.8% | 0.02% | +43.8% |
| Q2 2019 | $18,000 | +5.9% | 306 | +1.7% | 0.02% | +23.1% |
| Q1 2019 | $17,000 | +13.3% | 301 | 0.0% | 0.01% | +18.2% |
| Q4 2018 | $15,000 | – | 301 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |