ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,936,401 | -2.5% | 32,279 | +1.7% | 0.45% | -4.1% |
| Q2 2023 | $1,986,688 | +2.6% | 31,726 | +1.5% | 0.46% | -5.5% |
| Q1 2023 | $1,936,556 | +8.2% | 31,260 | +1.1% | 0.49% | -3.9% |
| Q4 2022 | $1,790,020 | +11.3% | 30,926 | -2.0% | 0.51% | -4.7% |
| Q3 2022 | $1,608,000 | -24.3% | 31,570 | -15.2% | 0.54% | -23.0% |
| Q2 2022 | $2,123,000 | -18.3% | 37,219 | -4.7% | 0.70% | -7.1% |
| Q1 2022 | $2,599,000 | +13.7% | 39,041 | +21.1% | 0.75% | +14.0% |
| Q4 2021 | $2,286,000 | – | 32,231 | – | 0.66% | – |
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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% |