ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,272,685 | +8.3% | 54,561 | +13.1% | 0.14% | +7.1% |
| Q2 2023 | $3,021,127 | +42.0% | 48,252 | +40.5% | 0.13% | +28.3% |
| Q1 2023 | $2,127,790 | +12.2% | 34,347 | +4.8% | 0.10% | +2.1% |
| Q4 2022 | $1,897,011 | +22.1% | 32,775 | +7.4% | 0.10% | +11.5% |
| Q3 2022 | $1,554,000 | +10.1% | 30,526 | +23.3% | 0.09% | +11.5% |
| Q2 2022 | $1,412,000 | -12.1% | 24,750 | +2.6% | 0.08% | -17.0% |
| Q1 2022 | $1,607,000 | +32.2% | 24,132 | +40.7% | 0.09% | +25.3% |
| Q4 2021 | $1,216,000 | +15.0% | 17,147 | +15.2% | 0.08% | +2.7% |
| Q3 2021 | $1,057,000 | +11.9% | 14,890 | +15.5% | 0.07% | +4.3% |
| Q2 2021 | $945,000 | +287.3% | 12,887 | +187.9% | 0.07% | +75.0% |
| Q2 2020 | $244,000 | +17.3% | 4,476 | +0.9% | 0.04% | -27.3% |
| Q1 2020 | $208,000 | -34.2% | 4,438 | -13.0% | 0.06% | -21.4% |
| Q4 2019 | $316,000 | +3.9% | 5,101 | -2.9% | 0.07% | -4.1% |
| Q3 2019 | $304,000 | -6.7% | 5,255 | -5.4% | 0.07% | -11.0% |
| Q2 2019 | $326,000 | -6.1% | 5,557 | -6.9% | 0.08% | -25.5% |
| Q1 2019 | $347,000 | – | 5,970 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |