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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $25,204,001 | +12.4% | 435,453 | -1.1% | 11.39% | +2.8% |
| Q3 2022 | $22,421,000 | -10.5% | 440,322 | +0.2% | 11.07% | -8.1% |
| Q2 2022 | $25,051,000 | -13.9% | 439,268 | +0.5% | 12.05% | -36.4% |
| Q1 2022 | $29,102,000 | -8.4% | 437,105 | -2.4% | 18.94% | +5.2% |
| Q4 2021 | $31,757,000 | -6.3% | 447,655 | -6.2% | 18.01% | -14.9% |
| Q3 2021 | $33,879,000 | -5.9% | 477,172 | -2.9% | 21.18% | -6.4% |
| Q2 2021 | $36,015,000 | +3.4% | 491,336 | -0.9% | 22.63% | -2.8% |
| Q1 2021 | $34,829,000 | +17.0% | 495,579 | +11.8% | 23.29% | -5.9% |
| Q4 2020 | $29,775,000 | – | 443,150 | – | 24.75% | – |
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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% |