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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $10,190,000 | +8.5% | 164,616 | +1.2% | 7.01% | +5.1% |
| Q3 2019 | $9,396,000 | +1.8% | 162,675 | +3.3% | 6.67% | +3.4% |
| Q2 2019 | $9,232,000 | +5.2% | 157,436 | +4.2% | 6.45% | -10.0% |
| Q1 2019 | $8,776,000 | +17.9% | 151,129 | +6.7% | 7.17% | +5.4% |
| Q4 2018 | $7,443,000 | +4.6% | 141,697 | +20.1% | 6.80% | +16.0% |
| Q3 2018 | $7,115,000 | +5.3% | 117,970 | +5.0% | 5.86% | +0.4% |
| Q2 2018 | $6,755,000 | -2.9% | 112,333 | +1.8% | 5.84% | +0.5% |
| Q1 2018 | $6,955,000 | +8.8% | 110,327 | +8.9% | 5.81% | +8.6% |
| Q4 2017 | $6,393,000 | – | 101,345 | – | 5.35% | – |
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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% |