ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 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. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |