ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,054 | -8.6% | 12,553 | -4.6% | 0.36% | -7.6% |
| Q2 2023 | $823,954 | -5.7% | 13,158 | -6.7% | 0.39% | -15.5% |
| Q1 2023 | $873,991 | +8.0% | 14,108 | +0.9% | 0.47% | +4.0% |
| Q4 2022 | $809,625 | +4.6% | 13,988 | -2.5% | 0.45% | +6.7% |
| Q3 2022 | $774,000 | -23.5% | 14,348 | -19.2% | 0.42% | -23.8% |
| Q2 2022 | $1,012,000 | -36.9% | 17,747 | -26.4% | 0.55% | -24.5% |
| Q1 2022 | $1,605,000 | -9.6% | 24,113 | -3.1% | 0.73% | -3.1% |
| Q4 2021 | $1,775,000 | -6.6% | 24,895 | -4.3% | 0.75% | -9.1% |
| Q3 2021 | $1,901,000 | -0.8% | 26,015 | -1.9% | 0.83% | -8.2% |
| Q2 2021 | $1,916,000 | – | 26,525 | – | 0.90% | – |
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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% |