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 | $265,666 | 0.0% | 4,243 | 0.0% | 0.06% | +5.2% |
| Q2 2023 | $265,666 | -13.0% | 4,243 | -13.9% | 0.06% | -21.6% |
| Q1 2023 | $305,200 | +7.0% | 4,927 | 0.0% | 0.07% | +5.7% |
| Q4 2022 | $285,149 | +11.4% | 4,927 | -1.9% | 0.07% | +4.5% |
| Q3 2022 | $256,000 | -11.7% | 5,023 | -1.4% | 0.07% | -5.6% |
| Q2 2022 | $290,000 | -15.7% | 5,093 | -1.3% | 0.07% | +2.9% |
| Q1 2022 | $344,000 | -7.5% | 5,162 | -1.6% | 0.07% | -15.9% |
| Q4 2021 | $372,000 | 0.0% | 5,246 | +0.2% | 0.08% | -6.8% |
| Q3 2021 | $372,000 | +18.1% | 5,237 | +21.9% | 0.09% | +17.3% |
| Q2 2021 | $315,000 | +262.1% | 4,295 | +195.2% | 0.08% | +212.5% |
| Q4 2019 | $87,000 | +1.2% | 1,455 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $86,000 | 0.0% | 1,455 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $86,000 | 0.0% | 1,455 | 0.0% | 0.02% | -38.5% |
| Q1 2019 | $86,000 | – | 1,455 | – | 0.04% | – |
Download | ||||||
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% |