ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
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. | 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% |