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 | $3,499,321 | -4.1% | 58,332 | +0.1% | 0.45% | +6.1% |
| Q2 2023 | $3,649,602 | -1.2% | 58,282 | -2.2% | 0.42% | -9.8% |
| Q1 2023 | $3,693,088 | +7.0% | 59,614 | 0.0% | 0.47% | +3.5% |
| Q4 2022 | $3,450,459 | +3.3% | 59,614 | -9.2% | 0.45% | -9.7% |
| Q3 2022 | $3,341,000 | -12.9% | 65,620 | -2.5% | 0.50% | -9.7% |
| Q2 2022 | $3,837,000 | -15.5% | 67,272 | -1.4% | 0.56% | -11.7% |
| Q1 2022 | $4,542,000 | -6.1% | 68,216 | +0.0% | 0.63% | -7.5% |
| Q4 2021 | $4,838,000 | -0.3% | 68,205 | -0.2% | 0.68% | -9.2% |
| Q3 2021 | $4,852,000 | +1.7% | 68,338 | +4.9% | 0.75% | -0.8% |
| Q2 2021 | $4,773,000 | +3.2% | 65,120 | -1.0% | 0.76% | -10.2% |
| Q1 2021 | $4,623,000 | +5.6% | 65,786 | +1.0% | 0.84% | +3.9% |
| Q4 2020 | $4,377,000 | +10.6% | 65,140 | -4.0% | 0.81% | -12.8% |
| Q3 2020 | $3,958,000 | +3.4% | 67,839 | -3.4% | 0.93% | -6.3% |
| Q2 2020 | $3,829,000 | +10.3% | 70,236 | -4.9% | 0.99% | -7.9% |
| Q1 2020 | $3,473,000 | -27.2% | 73,886 | -4.1% | 1.08% | +17.4% |
| Q4 2019 | $4,768,000 | – | 77,025 | – | 0.92% | – |
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% |