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 | $452,932 | -4.6% | 7,550 | -0.4% | 0.07% | 0.0% |
| Q2 2023 | $474,855 | -2.7% | 7,583 | -3.7% | 0.07% | -10.1% |
| Q1 2023 | $487,938 | +12.6% | 7,876 | +5.2% | 0.08% | +2.6% |
| Q4 2022 | $433,366 | +16.8% | 7,487 | +2.8% | 0.08% | +5.5% |
| Q3 2022 | $371,000 | -30.5% | 7,282 | -22.2% | 0.07% | -28.4% |
| Q2 2022 | $534,000 | -43.1% | 9,365 | -33.5% | 0.10% | -46.9% |
| Q1 2022 | $938,000 | -23.3% | 14,086 | -18.3% | 0.19% | -22.0% |
| Q4 2021 | $1,223,000 | -3.5% | 17,233 | -3.5% | 0.25% | -13.7% |
| Q3 2021 | $1,268,000 | -10.7% | 17,862 | -7.8% | 0.28% | -14.7% |
| Q2 2021 | $1,420,000 | -18.2% | 19,370 | -21.6% | 0.33% | -31.3% |
| Q1 2021 | $1,736,000 | +0.6% | 24,707 | -3.8% | 0.49% | -4.5% |
| Q4 2020 | $1,726,000 | +12.8% | 25,687 | -2.0% | 0.51% | -7.5% |
| Q3 2020 | $1,530,000 | +14.5% | 26,221 | +7.0% | 0.55% | +4.2% |
| Q2 2020 | $1,336,000 | +5.4% | 24,507 | -9.1% | 0.53% | -22.7% |
| Q1 2020 | $1,267,000 | +77.5% | 26,947 | +133.5% | 0.68% | +34.4% |
| Q4 2019 | $714,000 | – | 11,539 | – | 0.51% | – |
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% |