ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - 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. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |