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 | $5,771,265 | -2.9% | 96,204 | +1.4% | 2.92% | +5.2% |
| Q2 2023 | $5,940,847 | +4.5% | 94,871 | +3.3% | 2.78% | -3.2% |
| Q1 2023 | $5,686,796 | +7.8% | 91,797 | +0.7% | 2.87% | -6.8% |
| Q4 2022 | $5,274,676 | -9.2% | 91,131 | -20.1% | 3.08% | -19.0% |
| Q3 2022 | $5,806,000 | -11.5% | 114,031 | -0.8% | 3.80% | -8.8% |
| Q2 2022 | $6,558,000 | -4.3% | 114,986 | +11.7% | 4.16% | +8.7% |
| Q1 2022 | $6,855,000 | -12.3% | 102,961 | -6.5% | 3.83% | -2.4% |
| Q4 2021 | $7,814,000 | +5.1% | 110,143 | +5.2% | 3.93% | -6.3% |
| Q3 2021 | $7,436,000 | -0.1% | 104,734 | +3.2% | 4.19% | -1.6% |
| Q2 2021 | $7,442,000 | +16.0% | 101,523 | +6.3% | 4.26% | -5.6% |
| Q1 2021 | $6,418,000 | -0.6% | 95,520 | -0.6% | 4.51% | +4.2% |
| Q4 2020 | $6,459,000 | – | 96,132 | – | 4.33% | – |
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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% |