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 | $451,428 | -4.2% | 7,525 | 0.0% | 0.36% | -1.6% |
| Q2 2023 | $471,219 | +2.7% | 7,525 | +1.6% | 0.36% | +5.2% |
| Q1 2023 | $458,932 | +7.0% | 7,408 | 0.0% | 0.35% | +0.6% |
| Q4 2022 | $428,781 | +14.6% | 7,408 | +0.8% | 0.34% | +11.0% |
| Q3 2022 | $374,000 | -12.0% | 7,346 | -1.3% | 0.31% | -27.7% |
| Q2 2022 | $425,000 | -12.9% | 7,446 | +1.7% | 0.43% | -2.3% |
| Q1 2022 | $488,000 | -99.9% | 7,325 | +0.1% | 0.44% | -11.1% |
| Q4 2021 | $519,028,000 | – | 7,316 | – | 0.49% | – |
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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% |