ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,911,991 | +10.7% | 98,550 | +15.6% | 1.99% | +13.7% |
| Q2 2023 | $5,340,209 | +5.7% | 85,280 | +4.6% | 1.75% | +3.6% |
| Q1 2023 | $5,051,093 | +958.2% | 81,535 | +888.7% | 1.69% | +845.3% |
| Q4 2022 | $477,336 | -59.4% | 8,247 | -50.3% | 0.18% | -43.7% |
| Q4 2021 | $1,177,000 | +10.4% | 16,587 | +10.5% | 0.32% | +14.8% |
| Q3 2021 | $1,066,000 | +2.5% | 15,016 | +5.8% | 0.28% | +3.4% |
| Q2 2021 | $1,040,000 | – | 14,195 | – | 0.27% | – |
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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% |