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 | $692,885 | +4.2% | 11,550 | +8.7% | 0.64% | +7.6% |
| Q2 2023 | $665,275 | -2.7% | 10,624 | -3.7% | 0.59% | -16.7% |
| Q1 2023 | $683,494 | +1.2% | 11,033 | +1.4% | 0.71% | +1.3% |
| Q4 2022 | $675,135 | +0.6% | 10,884 | -14.2% | 0.70% | -3.0% |
| Q3 2022 | $671,000 | -2.3% | 12,688 | +9.1% | 0.72% | -2.6% |
| Q2 2022 | $687,000 | -9.0% | 11,629 | -2.1% | 0.74% | +8.9% |
| Q1 2022 | $755,000 | -14.7% | 11,877 | -6.3% | 0.68% | -18.7% |
| Q4 2021 | $885,000 | – | 12,674 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |