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 | $535,455 | -60.8% | 9,094 | -59.3% | 0.10% | -60.3% |
| Q2 2023 | $1,364,309 | -67.6% | 22,318 | -67.1% | 0.24% | -68.4% |
| Q1 2023 | $4,204,968 | -11.4% | 67,932 | -13.7% | 0.76% | -13.1% |
| Q4 2022 | $4,743,632 | +29.3% | 78,759 | +13.1% | 0.87% | +18.0% |
| Q3 2022 | $3,668,000 | -6.3% | 69,623 | -0.5% | 0.74% | -3.9% |
| Q2 2022 | $3,915,000 | -18.7% | 69,992 | -4.1% | 0.77% | -12.8% |
| Q1 2022 | $4,815,000 | -6.2% | 72,955 | -3.2% | 0.88% | -6.7% |
| Q4 2021 | $5,134,000 | -9.5% | 75,343 | -5.9% | 0.94% | -25.9% |
| Q3 2021 | $5,671,000 | -2.1% | 80,028 | +1.3% | 1.27% | +13.0% |
| Q2 2021 | $5,793,000 | – | 79,029 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |