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 | ||||
|---|---|---|---|---|---|---|
| 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. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |