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 2023 | $2,633,106 | +28.5% | 40,553 | +18.7% | 0.36% | +32.2% |
| Q3 2023 | $2,049,258 | -2.4% | 34,160 | +1.9% | 0.28% | -8.3% |
| Q2 2023 | $2,099,398 | +0.4% | 33,526 | -0.7% | 0.30% | -8.8% |
| Q1 2023 | $2,091,680 | +11.7% | 33,764 | +4.3% | 0.33% | 0.0% |
| Q4 2022 | $1,873,286 | +44.3% | 32,365 | +27.0% | 0.33% | +1.2% |
| Q3 2022 | $1,298,000 | +14.9% | 25,482 | +28.6% | 0.33% | +2.2% |
| Q2 2022 | $1,130,000 | +96.2% | 19,818 | +129.0% | 0.32% | +121.5% |
| Q1 2022 | $576,000 | -1.2% | 8,653 | +5.3% | 0.14% | -5.3% |
| Q4 2021 | $583,000 | -7.6% | 8,221 | -7.5% | 0.15% | -26.2% |
| Q3 2021 | $631,000 | +8.0% | 8,892 | +11.5% | 0.21% | +12.0% |
| Q2 2021 | $584,000 | +97.3% | 7,973 | +89.4% | 0.18% | +73.6% |
| Q1 2021 | $296,000 | +6.5% | 4,209 | +1.8% | 0.11% | -4.5% |
| Q4 2020 | $278,000 | – | 4,134 | – | 0.11% | – |
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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% |