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 | $1,001,199 | -8.7% | 17,295 | -1.3% | 0.25% | +14.7% |
| Q2 2023 | $1,097,198 | +0.2% | 17,522 | -0.8% | 0.22% | -6.4% |
| Q1 2023 | $1,094,513 | +9.8% | 17,668 | +2.6% | 0.23% | +3.1% |
| Q4 2022 | $996,617 | +12.1% | 17,219 | -1.4% | 0.23% | +0.4% |
| Q3 2022 | $889,000 | -10.7% | 17,461 | 0.0% | 0.22% | -8.9% |
| Q2 2022 | $996,000 | -14.9% | 17,461 | -0.6% | 0.25% | -4.6% |
| Q1 2022 | $1,170,000 | -6.2% | 17,575 | +0.1% | 0.26% | -4.8% |
| Q4 2021 | $1,247,000 | +1.1% | 17,557 | +1.1% | 0.27% | -5.2% |
| Q3 2021 | $1,233,000 | -5.4% | 17,366 | -2.4% | 0.29% | 0.0% |
| Q2 2021 | $1,304,000 | +5.3% | 17,788 | +1.0% | 0.29% | -4.7% |
| Q1 2021 | $1,238,000 | +4.4% | 17,615 | -0.2% | 0.30% | -5.6% |
| Q4 2020 | $1,186,000 | +9.2% | 17,655 | -5.1% | 0.32% | -12.6% |
| Q3 2020 | $1,086,000 | -5.6% | 18,611 | -11.8% | 0.36% | -19.4% |
| Q2 2020 | $1,151,000 | -13.0% | 21,110 | -25.1% | 0.45% | -36.7% |
| Q1 2020 | $1,323,000 | -15.6% | 28,185 | +9.9% | 0.72% | -56.2% |
| Q4 2019 | $1,567,000 | – | 25,651 | – | 1.63% | – |
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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% |