ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,352 | +1.2% | 3,237 | +1.3% | 0.08% | -6.2% |
| Q1 2023 | $201,859 | -7.4% | 3,197 | -13.3% | 0.08% | -30.4% |
| Q2 2022 | $218,000 | +0.5% | 3,686 | +5.2% | 0.12% | -5.0% |
| Q1 2022 | $217,000 | -68.9% | 3,504 | -64.0% | 0.12% | -20.9% |
| Q2 2021 | $698,000 | +56.5% | 9,737 | +59.8% | 0.15% | +15.9% |
| Q1 2021 | $446,000 | +117.6% | 6,092 | +103.3% | 0.13% | +112.9% |
| Q4 2020 | $205,000 | – | 2,996 | – | 0.06% | – |
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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% |