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 | $7,293,047 | -0.3% | 121,571 | +4.1% | 0.94% | -3.3% |
| Q2 2023 | $7,312,113 | +25.8% | 116,770 | +24.5% | 0.97% | +13.1% |
| Q1 2023 | $5,810,550 | -13.8% | 93,794 | -19.5% | 0.86% | -16.4% |
| Q4 2022 | $6,740,468 | -6.1% | 116,456 | -17.4% | 1.03% | -25.7% |
| Q3 2022 | $7,182,000 | -16.1% | 141,052 | -6.0% | 1.39% | -14.2% |
| Q2 2022 | $8,562,000 | -17.2% | 150,134 | -3.4% | 1.62% | -13.1% |
| Q1 2022 | $10,344,000 | -21.5% | 155,369 | -16.3% | 1.86% | -25.9% |
| Q4 2021 | $13,171,000 | +4.2% | 185,665 | +4.2% | 2.51% | -10.5% |
| Q3 2021 | $12,645,000 | -3.9% | 178,099 | -0.8% | 2.81% | -19.5% |
| Q2 2021 | $13,155,000 | -1.1% | 179,470 | -5.2% | 3.49% | -27.7% |
| Q1 2021 | $13,302,000 | +6.3% | 189,267 | +1.6% | 4.82% | -8.4% |
| Q4 2020 | $12,512,000 | +18.4% | 186,216 | +2.8% | 5.27% | -8.0% |
| Q3 2020 | $10,564,000 | +3.3% | 181,077 | -3.5% | 5.73% | -21.4% |
| Q2 2020 | $10,227,000 | – | 187,576 | – | 7.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |