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 | $4,825,596 | -2.1% | 80,440 | +2.2% | 2.87% | +1.7% |
| Q2 2023 | $4,927,838 | +3.9% | 78,694 | +2.8% | 2.83% | -0.8% |
| Q1 2023 | $4,742,892 | +2.2% | 76,560 | -4.5% | 2.85% | -4.8% |
| Q4 2022 | $4,640,413 | +16.9% | 80,173 | +2.8% | 2.99% | +5.9% |
| Q3 2022 | $3,971,000 | -12.3% | 77,984 | -1.7% | 2.83% | -16.0% |
| Q2 2022 | $4,526,000 | -12.6% | 79,354 | +2.0% | 3.36% | -10.8% |
| Q1 2022 | $5,178,000 | -3.4% | 77,769 | +2.9% | 3.77% | -0.4% |
| Q4 2021 | $5,363,000 | +1.1% | 75,600 | +1.2% | 3.79% | -4.2% |
| Q3 2021 | $5,305,000 | -6.6% | 74,725 | -3.6% | 3.96% | -12.3% |
| Q2 2021 | $5,679,000 | +4.6% | 77,482 | +0.3% | 4.51% | -6.6% |
| Q1 2021 | $5,431,000 | +3.5% | 77,272 | -1.0% | 4.83% | -6.4% |
| Q4 2020 | $5,246,000 | – | 78,072 | – | 5.16% | – |
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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% |