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 | $3,175,722 | -4.2% | 52,938 | 0.0% | 0.58% | -0.9% |
| Q2 2023 | $3,314,948 | +0.7% | 52,938 | -0.4% | 0.59% | -18.0% |
| Q1 2023 | $3,291,917 | +2.1% | 53,138 | -4.6% | 0.72% | +2.9% |
| Q4 2022 | $3,223,410 | +23.4% | 55,691 | +8.5% | 0.70% | -4.4% |
| Q3 2022 | $2,613,000 | -10.5% | 51,321 | +0.2% | 0.73% | -8.3% |
| Q2 2022 | $2,921,000 | -11.9% | 51,221 | +2.8% | 0.79% | -7.1% |
| Q1 2022 | $3,316,000 | – | 49,810 | – | 0.85% | – |
Download | ||||||
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% |