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 | $2,703,564 | -68.3% | 45,067 | -66.9% | 1.84% | -68.0% |
| Q2 2023 | $8,518,117 | +5.6% | 136,029 | +4.4% | 5.76% | -4.7% |
| Q1 2023 | $8,068,898 | +8.1% | 130,249 | +1.0% | 6.04% | +1.5% |
| Q4 2022 | $7,463,745 | -2.0% | 128,952 | -13.8% | 5.96% | -1.7% |
| Q3 2022 | $7,616,000 | -7.0% | 149,575 | +4.2% | 6.06% | -11.3% |
| Q2 2022 | $8,188,000 | +1253.4% | 143,577 | +1582.6% | 6.84% | +1056.5% |
| Q1 2022 | $605,000 | 0.0% | 8,533 | 0.0% | 0.59% | 0.0% |
| Q4 2021 | $605,000 | -1.1% | 8,533 | -1.0% | 0.59% | +2.8% |
| Q3 2021 | $612,000 | -3.8% | 8,623 | -0.6% | 0.58% | -3.0% |
| Q2 2021 | $636,000 | – | 8,677 | – | 0.59% | – |
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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% |