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 | $3,097,906 | -1.8% | 51,640 | +2.5% | 1.86% | +1.6% |
| Q2 2023 | $3,153,560 | +5.3% | 50,360 | +4.1% | 1.83% | +0.4% |
| Q1 2023 | $2,995,603 | +4.9% | 48,355 | -2.0% | 1.82% | +4.6% |
| Q4 2022 | $2,856,784 | +13.7% | 49,357 | +0.1% | 1.74% | -0.7% |
| Q3 2022 | $2,512,000 | -11.8% | 49,326 | -1.3% | 1.75% | -7.7% |
| Q2 2022 | $2,849,000 | -13.1% | 49,955 | +1.4% | 1.90% | -2.6% |
| Q1 2022 | $3,279,000 | -7.4% | 49,244 | -1.3% | 1.95% | -0.6% |
| Q4 2021 | $3,541,000 | +0.7% | 49,912 | +0.8% | 1.96% | -8.0% |
| Q3 2021 | $3,517,000 | -1.6% | 49,537 | +1.6% | 2.13% | -0.9% |
| Q2 2021 | $3,575,000 | +6.7% | 48,776 | +2.3% | 2.15% | -0.2% |
| Q1 2021 | $3,351,000 | +5.1% | 47,677 | +0.4% | 2.16% | -1.1% |
| Q4 2020 | $3,189,000 | +16.1% | 47,466 | +0.8% | 2.18% | +1.8% |
| Q3 2020 | $2,747,000 | +8.1% | 47,086 | +1.0% | 2.14% | +0.1% |
| Q2 2020 | $2,541,000 | +17.2% | 46,610 | +1.0% | 2.14% | -2.9% |
| Q1 2020 | $2,169,000 | -31.6% | 46,129 | -9.9% | 2.20% | -14.0% |
| Q4 2019 | $3,170,000 | +5.9% | 51,207 | -1.2% | 2.56% | -1.2% |
| Q3 2019 | $2,992,000 | – | 51,806 | – | 2.59% | – |
Download | ||||||
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% |