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 | $15,117 | -4.2% | 252 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $15,780 | +1.1% | 252 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $15,611 | +175.2% | 252 | +157.1% | 0.01% | +140.0% |
| Q4 2022 | $5,672 | -99.3% | 98 | -99.4% | 0.01% | -99.4% |
| Q3 2022 | $864,000 | -13.5% | 16,976 | -3.1% | 0.84% | -7.2% |
| Q2 2022 | $999,000 | -20.4% | 17,523 | -7.0% | 0.90% | -13.9% |
| Q1 2022 | $1,255,000 | -2.3% | 18,849 | +4.1% | 1.05% | +2.2% |
| Q4 2021 | $1,285,000 | +5.2% | 18,110 | +5.3% | 1.02% | -0.7% |
| Q3 2021 | $1,222,000 | +2.9% | 17,205 | +6.2% | 1.03% | +3.0% |
| Q2 2021 | $1,188,000 | +14.3% | 16,201 | +9.6% | 1.00% | +7.5% |
| Q1 2021 | $1,039,000 | +1450.7% | 14,786 | +1381.6% | 0.93% | +1535.1% |
| Q4 2020 | $67,000 | – | 998 | – | 0.06% | – |
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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% |