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 | $2,237,987 | +1.9% | 37,306 | +6.4% | 0.36% | +2.9% |
| Q2 2023 | $2,196,334 | +386.8% | 35,074 | +381.6% | 0.35% | +353.2% |
| Q1 2023 | $451,182 | -77.4% | 7,283 | -78.9% | 0.08% | -78.6% |
| Q4 2022 | $1,996,455 | +460.8% | 34,493 | +393.4% | 0.36% | +471.4% |
| Q3 2022 | $356,000 | -15.6% | 6,991 | -5.5% | 0.06% | -18.2% |
| Q2 2022 | $422,000 | -58.7% | 7,399 | -55.0% | 0.08% | -60.3% |
| Q1 2022 | $1,023,000 | -19.2% | 16,452 | -7.8% | 0.19% | -31.9% |
| Q4 2021 | $1,266,000 | +94.8% | 17,850 | +95.0% | 0.28% | +63.8% |
| Q3 2021 | $650,000 | – | 9,152 | – | 0.17% | – |
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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% |