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 | $1,204,599 | -7.5% | 20,080 | -3.4% | 0.05% | +8.5% |
| Q2 2023 | $1,302,183 | +5.6% | 20,795 | +4.4% | 0.05% | -2.1% |
| Q1 2023 | $1,233,672 | -19.9% | 19,914 | -25.2% | 0.05% | -26.2% |
| Q4 2022 | $1,539,955 | -47.5% | 26,606 | -53.9% | 0.06% | -51.1% |
| Q3 2022 | $2,936,000 | -26.4% | 57,664 | -17.6% | 0.13% | -25.7% |
| Q2 2022 | $3,990,000 | -11.6% | 69,978 | +3.2% | 0.18% | -1.1% |
| Q1 2022 | $4,516,000 | -3.9% | 67,830 | +2.4% | 0.18% | -24.6% |
| Q4 2021 | $4,698,000 | +3.6% | 66,234 | +7.1% | 0.24% | +5.7% |
| Q2 2021 | $4,534,998 | +11.0% | 61,869 | +6.4% | 0.23% | -3.4% |
| Q1 2021 | $4,086,993 | +2.1% | 58,153 | -2.4% | 0.24% | -11.0% |
| Q4 2020 | $4,002,710 | +17.8% | 59,573 | +2.2% | 0.26% | -2.9% |
| Q3 2020 | $3,399,063 | +6.6% | 58,263 | -0.4% | 0.27% | -0.4% |
| Q2 2020 | $3,189,202 | +11.0% | 58,496 | -4.3% | 0.27% | -12.8% |
| Q1 2020 | $2,873,909 | -24.0% | 61,134 | +0.1% | 0.31% | -3.1% |
| Q4 2019 | $3,781,100 | +4.0% | 61,084 | -2.9% | 0.32% | -7.2% |
| Q3 2019 | $3,635,126 | -1.0% | 62,935 | +128.4% | 0.35% | +4.5% |
| Q2 2019 | $3,673,251 | +1.2% | 27,560 | -55.9% | 0.33% | -15.9% |
| Q1 2019 | $3,631,001 | +18.1% | 62,528 | +6.8% | 0.40% | -0.8% |
| Q4 2018 | $3,075,001 | -13.6% | 58,538 | -0.9% | 0.40% | -1.5% |
| Q3 2018 | $3,560,763 | +2.5% | 59,041 | +2.2% | 0.40% | -10.0% |
| Q2 2018 | $3,473,530 | -0.9% | 57,767 | +3.9% | 0.45% | -12.3% |
| Q1 2018 | $3,505,970 | +2.7% | 55,615 | +2.7% | 0.51% | +5.1% |
| Q4 2017 | $3,414,899 | +5.0% | 54,136 | +1.5% | 0.49% | -7.0% |
| Q3 2017 | $3,251,698 | +7.7% | 53,324 | +1.3% | 0.52% | -7.4% |
| Q2 2017 | $3,020,406 | +18.6% | 52,657 | +13.2% | 0.57% | +1.2% |
| Q1 2017 | $2,547,627 | +85.7% | 46,532 | +71.2% | 0.56% | +62.3% |
| Q4 2016 | $1,372,217 | – | 27,178 | – | 0.34% | – |
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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% |