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 | $13,877,965 | -2.8% | 231,338 | +1.5% | 2.89% | -1.4% |
| Q2 2023 | $14,277,358 | +7.5% | 228,000 | +6.3% | 2.93% | +1.3% |
| Q1 2023 | $13,287,096 | +11.2% | 214,481 | +3.9% | 2.89% | +4.7% |
| Q4 2022 | $11,949,903 | +15.6% | 206,460 | +1.7% | 2.76% | +6.8% |
| Q3 2022 | $10,341,000 | -5.8% | 203,085 | +5.6% | 2.59% | -0.7% |
| Q2 2022 | $10,972,000 | -11.9% | 192,393 | +2.8% | 2.60% | -0.6% |
| Q1 2022 | $12,461,000 | -1.4% | 187,168 | +5.0% | 2.62% | +3.6% |
| Q4 2021 | $12,640,000 | +10.9% | 178,184 | +11.0% | 2.53% | +2.7% |
| Q3 2021 | $11,398,000 | +0.9% | 160,538 | +4.2% | 2.47% | -6.5% |
| Q2 2021 | $11,297,000 | +19.1% | 154,114 | +14.2% | 2.64% | -7.4% |
| Q1 2021 | $9,484,000 | +10.0% | 134,949 | +5.2% | 2.85% | -20.0% |
| Q4 2020 | $8,623,000 | +14.5% | 128,334 | -0.6% | 3.56% | -6.2% |
| Q3 2020 | $7,531,000 | +5.3% | 129,084 | -1.6% | 3.80% | -1.2% |
| Q2 2020 | $7,153,000 | -16.7% | 131,207 | -28.2% | 3.84% | -24.8% |
| Q1 2020 | $8,588,000 | -24.1% | 182,681 | -0.1% | 5.11% | -27.5% |
| Q4 2019 | $11,320,000 | – | 182,877 | – | 7.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |