ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,411,419 | -6.2% | 124,771 | -0.8% | 1.91% | -2.8% |
| Q2 2023 | $7,901,148 | -0.3% | 125,774 | +0.1% | 1.96% | -5.7% |
| Q1 2023 | $7,924,097 | -1.1% | 125,600 | -1.3% | 2.08% | -3.9% |
| Q4 2022 | $8,015,117 | +21.0% | 127,204 | +2.7% | 2.16% | +6.2% |
| Q3 2022 | $6,623,000 | +15.9% | 123,884 | +28.2% | 2.04% | +23.0% |
| Q2 2022 | $5,713,000 | -6.8% | 96,664 | +0.2% | 1.66% | +1.7% |
| Q1 2022 | $6,128,000 | +1.6% | 96,450 | +13.3% | 1.63% | +2.9% |
| Q4 2021 | $6,029,000 | +3.0% | 85,119 | +6.4% | 1.58% | -1.7% |
| Q3 2021 | $5,853,000 | +2.3% | 80,025 | +1.4% | 1.61% | -1.8% |
| Q2 2021 | $5,720,000 | +27.7% | 78,901 | +26.7% | 1.64% | +12.3% |
| Q1 2021 | $4,481,000 | +1.3% | 62,254 | +0.5% | 1.46% | -3.2% |
| Q4 2020 | $4,424,000 | +22.6% | 61,915 | -0.9% | 1.51% | +4.0% |
| Q3 2020 | $3,608,000 | -3.4% | 62,481 | -2.4% | 1.45% | -3.8% |
| Q2 2020 | $3,734,000 | +23.4% | 64,050 | +3.0% | 1.50% | -0.5% |
| Q1 2020 | $3,026,000 | -13.1% | 62,196 | +11.8% | 1.51% | -2.5% |
| Q4 2019 | $3,484,000 | +3.3% | 55,607 | -0.0% | 1.55% | -5.9% |
| Q3 2019 | $3,374,000 | – | 55,613 | – | 1.65% | – |
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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% |