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 | $1,232,622 | -6.7% | 20,547 | -2.6% | 0.93% | +0.9% |
| Q2 2023 | $1,321,397 | -17.5% | 21,102 | -18.4% | 0.92% | -19.7% |
| Q1 2023 | $1,601,297 | +1.9% | 25,848 | -4.8% | 1.15% | -4.1% |
| Q4 2022 | $1,571,768 | -1.6% | 27,156 | -13.4% | 1.20% | -33.2% |
| Q3 2022 | $1,598,000 | +13.3% | 31,374 | +26.8% | 1.79% | +19.5% |
| Q2 2022 | $1,411,000 | -8.4% | 24,739 | +6.9% | 1.50% | +3.6% |
| Q1 2022 | $1,540,000 | +2.4% | 23,136 | +9.1% | 1.45% | +13.0% |
| Q4 2021 | $1,504,000 | +3.6% | 21,200 | +3.6% | 1.28% | -3.6% |
| Q3 2021 | $1,452,000 | +3.6% | 20,454 | +7.0% | 1.33% | +4.1% |
| Q2 2021 | $1,402,000 | +14.3% | 19,124 | +9.5% | 1.28% | +4.8% |
| Q1 2021 | $1,227,000 | +7.4% | 17,463 | +2.8% | 1.22% | +32.2% |
| Q4 2020 | $1,142,000 | – | 16,995 | – | 0.92% | – |
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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% |