ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 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. | 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% |