ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 643 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $537,913 | +8.2% | 7,962 | +8.7% | 0.06% | +3.3% |
| Q1 2024 | $497,210 | +24.5% | 7,327 | +19.1% | 0.06% | 0.0% |
| Q4 2023 | $399,449 | +24.6% | 6,152 | +15.1% | 0.06% | +10.9% |
| Q3 2023 | $320,707 | +36.6% | 5,346 | +42.6% | 0.06% | +37.5% |
| Q2 2023 | $234,700 | +35.3% | 3,748 | +33.8% | 0.04% | +33.3% |
| Q1 2023 | $173,522 | +24.2% | 2,801 | +16.1% | 0.03% | +11.1% |
| Q4 2022 | $139,664 | – | 2,413 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Management, Inc | 647,319 | $38,606,000 | 18.16% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,154 | $3,029,000 | 0.90% |
| NewSquare Capital LLC | 29,205 | $1,742,000 | 0.62% |
| Tortoise Investment Management, LLC | 10,665 | $636,000 | 0.27% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,992 | $417,000 | 0.16% |
| Atria Investments, Inc | 16,670 | $994,000 | 0.10% |
| JANE STREET GROUP, LLC | 108,297 | $6,459,000 | 0.08% |
| Rehmann Capital Advisory Group | 5,212 | $311,000 | 0.07% |
| BlackRock Fund Advisors | 3,775,615 | $225,178,000 | 0.06% |
| NORRIS PERNE & FRENCH LLP/MI | 4,556 | $272,000 | 0.05% |