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 | $2,709,279 | -7.4% | 45,162 | -3.3% | 0.28% | -8.3% |
| Q2 2023 | $2,925,005 | +3.6% | 46,710 | +2.5% | 0.30% | -6.8% |
| Q1 2023 | $2,823,809 | +16.7% | 45,582 | +9.0% | 0.32% | +4.2% |
| Q4 2022 | $2,420,196 | +19.0% | 41,814 | +4.7% | 0.31% | +0.7% |
| Q3 2022 | $2,034,000 | +130.4% | 39,943 | +158.0% | 0.31% | +116.2% |
| Q2 2022 | $883,000 | -38.9% | 15,484 | -28.6% | 0.14% | -41.8% |
| Q1 2022 | $1,444,000 | +1.3% | 21,694 | +7.9% | 0.24% | -3.6% |
| Q4 2021 | $1,426,000 | +14.7% | 20,099 | +14.8% | 0.25% | -11.8% |
| Q3 2021 | $1,243,000 | +76.3% | 17,509 | +82.1% | 0.29% | +65.9% |
| Q2 2021 | $705,000 | +4.8% | 9,614 | +0.4% | 0.17% | -4.4% |
| Q1 2021 | $673,000 | – | 9,574 | – | 0.18% | – |
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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% |