ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,387 | -1.9% | 3,357 | +2.4% | 0.02% | +5.9% |
| Q2 2023 | $205,206 | +1.1% | 3,277 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $203,011 | -2.2% | 3,277 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $207,532 | -40.4% | 3,277 | -37.3% | 0.02% | -40.0% |
| Q1 2022 | $348,000 | +1.2% | 5,230 | +7.8% | 0.03% | +3.4% |
| Q4 2021 | $344,000 | -1.1% | 4,853 | -1.2% | 0.03% | -6.5% |
| Q3 2021 | $348,000 | -2.2% | 4,910 | +1.0% | 0.03% | -6.1% |
| Q2 2021 | $356,000 | -99.7% | 4,861 | +101.1% | 0.03% | +94.1% |
| Q2 2020 | $131,774,000 | +35039.7% | 2,417 | -60.2% | 0.02% | -64.6% |
| Q4 2019 | $375,000 | +8.7% | 6,070 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $345,000 | -3.6% | 6,070 | -0.7% | 0.05% | -4.0% |
| Q2 2019 | $358,000 | +1.1% | 6,113 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $354,000 | – | 6,113 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |