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 2023 | $24,658,717 | -2.2% | 411,047 | +2.0% | 3.61% | -2.6% |
| Q2 2023 | $25,223,783 | +0.4% | 402,807 | -0.7% | 3.70% | -5.7% |
| Q1 2023 | $25,128,276 | +7.4% | 405,622 | +0.3% | 3.93% | +0.3% |
| Q4 2022 | $23,400,877 | -0.4% | 404,300 | -12.4% | 3.92% | -13.9% |
| Q3 2022 | $23,502,000 | -49.0% | 461,542 | -42.9% | 4.55% | -51.5% |
| Q2 2022 | $46,086,000 | -14.6% | 808,097 | -0.3% | 9.39% | +8.4% |
| Q1 2022 | $53,962,000 | -2.7% | 810,486 | +3.7% | 8.66% | -1.4% |
| Q4 2021 | $55,431,000 | +2.4% | 781,373 | +2.5% | 8.79% | -4.7% |
| Q3 2021 | $54,139,000 | +0.6% | 762,528 | +3.9% | 9.22% | +12.8% |
| Q2 2021 | $53,812,000 | +7.7% | 734,139 | +3.3% | 8.17% | -20.3% |
| Q1 2021 | $49,942,000 | +8.8% | 710,620 | +4.0% | 10.25% | -2.4% |
| Q4 2020 | $45,902,000 | +18.6% | 683,170 | +3.0% | 10.50% | +0.1% |
| Q3 2020 | $38,692,000 | – | 663,215 | – | 10.49% | – |
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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% |