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 | $40,374 | -4.2% | 673 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $42,143 | +1.1% | 673 | 0.0% | 0.02% | -19.0% |
| Q1 2023 | $41,692 | +6.7% | 673 | -0.3% | 0.02% | +16.7% |
| Q4 2022 | $39,069 | +11.6% | 675 | -0.4% | 0.02% | 0.0% |
| Q3 2022 | $35,000 | -52.7% | 678 | -47.8% | 0.02% | -52.6% |
| Q2 2022 | $74,000 | +362.5% | 1,299 | +428.0% | 0.04% | +442.9% |
| Q1 2022 | $16,000 | -5.9% | 246 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | -41.4% | 246 | -40.4% | 0.01% | -50.0% |
| Q3 2021 | $29,000 | -6.5% | 413 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | 0.0% | 413 | -2.4% | 0.01% | -6.7% |
| Q1 2021 | $31,000 | 0.0% | 423 | -11.7% | 0.02% | -16.7% |
| Q4 2020 | $31,000 | +10.7% | 479 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $28,000 | – | 479 | – | 0.02% | – |
Download | ||||||
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% |