ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,110 | -2.3% | 33,699 | -3.3% | 0.53% | +4.2% |
| Q1 2023 | $2,160 | +8.3% | 34,862 | +1.2% | 0.50% | -16.3% |
| Q4 2022 | $1,994 | -99.9% | 34,459 | -2.6% | 0.60% | +14.4% |
| Q3 2022 | $1,802,000 | -5.0% | 35,389 | +6.4% | 0.53% | +5.4% |
| Q2 2022 | $1,897,000 | -7.5% | 33,263 | -1.6% | 0.50% | +3.3% |
| Q1 2022 | $2,051,000 | -33.9% | 33,797 | -22.7% | 0.48% | -30.6% |
| Q4 2021 | $3,101,000 | +2.1% | 43,714 | +2.2% | 0.70% | -18.3% |
| Q3 2021 | $3,036,000 | +13.1% | 42,761 | +12.0% | 0.85% | -31.8% |
| Q2 2021 | $2,684,000 | 0.0% | 38,184 | 0.0% | 1.25% | +5.2% |
| Q1 2021 | $2,684,000 | +8.7% | 38,184 | +3.9% | 1.19% | +2.1% |
| Q4 2020 | $2,470,000 | – | 36,768 | – | 1.16% | – |
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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% |