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 | $419,858 | -4.2% | 6,999 | 0.0% | 0.06% | +10.5% |
| Q2 2023 | $438,265 | +1.1% | 6,999 | +0.0% | 0.06% | 0.0% |
| Q1 2023 | $433,543 | +3.9% | 6,998 | -2.9% | 0.06% | -1.7% |
| Q4 2022 | $417,341 | +3.8% | 7,210 | -8.6% | 0.06% | -10.8% |
| Q3 2022 | $402,000 | -10.7% | 7,892 | 0.0% | 0.06% | -5.8% |
| Q2 2022 | $450,000 | +43.3% | 7,892 | +67.2% | 0.07% | +64.3% |
| Q1 2022 | $314,000 | -13.5% | 4,719 | -7.8% | 0.04% | -12.5% |
| Q4 2021 | $363,000 | -3.5% | 5,119 | 0.0% | 0.05% | -5.9% |
| Q3 2021 | $376,000 | +0.8% | 5,119 | +0.7% | 0.05% | 0.0% |
| Q2 2021 | $373,000 | +4.8% | 5,085 | +0.5% | 0.05% | -3.8% |
| Q1 2021 | $356,000 | +5.3% | 5,062 | +0.7% | 0.05% | -8.6% |
| Q4 2020 | $338,000 | – | 5,029 | – | 0.06% | – |
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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% |