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 | $3,700,063 | -6.0% | 61,678 | -1.9% | 1.67% | -4.0% |
| Q2 2023 | $3,936,168 | -32.7% | 62,858 | -33.4% | 1.74% | -30.2% |
| Q1 2023 | $5,850,496 | +6.3% | 94,439 | -0.7% | 2.50% | +2.4% |
| Q4 2022 | $5,502,941 | +79.8% | 95,075 | +58.2% | 2.44% | +65.5% |
| Q3 2022 | $3,060,000 | -26.3% | 60,088 | -17.4% | 1.47% | -22.8% |
| Q2 2022 | $4,151,000 | +3.3% | 72,779 | +20.6% | 1.91% | +14.9% |
| Q1 2022 | $4,018,000 | +79.9% | 60,348 | +91.7% | 1.66% | +92.5% |
| Q4 2021 | $2,233,000 | +15.2% | 31,476 | +15.3% | 0.86% | +9.4% |
| Q3 2021 | $1,938,000 | -5.0% | 27,291 | -2.0% | 0.79% | -5.9% |
| Q2 2021 | $2,041,000 | -1.7% | 27,849 | -5.7% | 0.84% | -9.2% |
| Q1 2021 | $2,077,000 | +1.5% | 29,547 | -3.0% | 0.92% | -3.6% |
| Q4 2020 | $2,047,000 | – | 30,464 | – | 0.96% | – |
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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% |