ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,037,314 | -5.2% | 152,554 | +0.2% | 4.03% | -1.4% |
| Q2 2023 | $9,533,150 | +3.5% | 152,238 | +2.4% | 4.09% | -12.3% |
| Q1 2023 | $9,210,891 | +68.3% | 148,683 | +57.2% | 4.66% | +51.4% |
| Q4 2022 | $5,474,110 | +142.0% | 94,577 | +138.5% | 3.08% | +138.9% |
| Q2 2022 | $2,262,000 | +634.4% | 39,658 | +757.1% | 1.29% | +770.3% |
| Q1 2022 | $308,000 | -5.5% | 4,627 | +0.6% | 0.15% | +1.4% |
| Q4 2021 | $326,000 | +6.2% | 4,598 | +9.4% | 0.15% | +0.7% |
| Q3 2021 | $307,000 | +5.5% | 4,202 | +5.7% | 0.14% | -5.2% |
| Q2 2021 | $291,000 | +7.0% | 3,976 | +2.8% | 0.15% | -3.2% |
| Q1 2021 | $272,000 | +17.7% | 3,869 | +16.5% | 0.16% | +16.2% |
| Q4 2020 | $231,000 | – | 3,321 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |