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 | $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. | 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% |