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 | $6,528,182 | +12.3% | 108,821 | +17.2% | 4.43% | +16.0% |
| Q2 2023 | $5,812,273 | +30.4% | 92,818 | +29.0% | 3.82% | +19.4% |
| Q1 2023 | $4,456,707 | +11.0% | 71,940 | +3.7% | 3.20% | +4.8% |
| Q4 2022 | $4,014,811 | -11.6% | 69,364 | -22.2% | 3.05% | -15.8% |
| Q3 2022 | $4,541,000 | -11.5% | 89,188 | -0.9% | 3.62% | -5.7% |
| Q2 2022 | $5,131,000 | -4.7% | 89,975 | +11.3% | 3.84% | +5.8% |
| Q1 2022 | $5,382,000 | -2.4% | 80,841 | +4.0% | 3.63% | +8.8% |
| Q4 2021 | $5,513,000 | +10.6% | 77,709 | +10.7% | 3.34% | -16.1% |
| Q3 2021 | $4,983,000 | -1.2% | 70,181 | +2.0% | 3.98% | +14.6% |
| Q2 2021 | $5,043,000 | +23.1% | 68,805 | +18.0% | 3.47% | +12.6% |
| Q1 2021 | $4,096,000 | +26.7% | 58,287 | +21.1% | 3.08% | +19.6% |
| Q4 2020 | $3,233,000 | +36.5% | 48,120 | +18.5% | 2.58% | +20.2% |
| Q3 2020 | $2,368,000 | +10.3% | 40,593 | +3.1% | 2.14% | +0.7% |
| Q2 2020 | $2,146,000 | +19.6% | 39,360 | +3.1% | 2.13% | +0.0% |
| Q1 2020 | $1,795,000 | -14.6% | 38,177 | +12.4% | 2.13% | +3.6% |
| Q4 2019 | $2,102,000 | – | 33,963 | – | 2.05% | – |
Download | ||||||
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% |