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 | $2,252,119 | -4.9% | 37,541 | -0.7% | 2.32% | +0.2% |
| Q2 2023 | $2,368,000 | +1.1% | 37,813 | -0.0% | 2.32% | -3.8% |
| Q1 2023 | $2,343,000 | +5.7% | 37,827 | -1.2% | 2.41% | -5.5% |
| Q4 2022 | $2,217,000 | +14.0% | 38,304 | +0.3% | 2.55% | -13.0% |
| Q3 2022 | $1,945,000 | -8.7% | 38,191 | +2.3% | 2.93% | -7.8% |
| Q2 2022 | $2,130,000 | -4.4% | 37,350 | +18.9% | 3.18% | +17.1% |
| Q4 2021 | $2,229,000 | -50.1% | 31,425 | -48.4% | 2.72% | +52.3% |
| Q2 2021 | $4,468,000 | +5.4% | 60,952 | +1.0% | 1.78% | -19.9% |
| Q1 2021 | $4,240,000 | +1.7% | 60,327 | -2.8% | 2.22% | -9.7% |
| Q4 2020 | $4,170,000 | +10.7% | 62,068 | -3.9% | 2.46% | -10.9% |
| Q3 2020 | $3,768,000 | -8.7% | 64,586 | -14.7% | 2.76% | -26.5% |
| Q2 2020 | $4,126,000 | +15.7% | 75,681 | -0.2% | 3.76% | -5.7% |
| Q1 2020 | $3,565,000 | -14.8% | 75,838 | +12.1% | 3.99% | +12.9% |
| Q4 2019 | $4,186,000 | – | 67,622 | – | 3.54% | – |
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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% |