ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,645 | -82.8% | 4,485 | -83.1% | 0.12% | -82.7% |
| Q4 2022 | $1,645,429 | +12.6% | 26,556 | -3.0% | 0.69% | +10.6% |
| Q3 2022 | $1,461,000 | -13.7% | 27,386 | -7.8% | 0.62% | -8.7% |
| Q2 2022 | $1,693,000 | -33.7% | 29,694 | -27.2% | 0.68% | -26.9% |
| Q1 2022 | $2,552,000 | -18.2% | 40,791 | -7.2% | 0.93% | -17.0% |
| Q4 2021 | $3,118,000 | +9.0% | 43,948 | +9.1% | 1.12% | -3.9% |
| Q3 2021 | $2,860,000 | -6.0% | 40,283 | -2.9% | 1.17% | -14.4% |
| Q2 2021 | $3,042,000 | +6.8% | 41,498 | +4.2% | 1.36% | -17.8% |
| Q1 2021 | $2,847,000 | – | 39,828 | – | 1.66% | – |
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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% |