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 | $1,269,224 | +0.7% | 21,157 | +5.1% | 0.70% | +2.8% |
| Q2 2023 | $1,260,181 | +13.7% | 20,124 | +12.5% | 0.68% | +31.3% |
| Q1 2023 | $1,108,487 | +15.2% | 17,893 | +7.7% | 0.52% | -11.8% |
| Q4 2022 | $962,038 | +17.5% | 16,621 | +3.3% | 0.59% | +24.9% |
| Q3 2022 | $819,000 | -6.7% | 16,092 | +4.5% | 0.47% | +2.4% |
| Q2 2022 | $878,000 | -0.7% | 15,403 | +16.0% | 0.46% | +8.5% |
| Q1 2022 | $884,000 | -1.0% | 13,273 | +5.5% | 0.43% | -20.7% |
| Q4 2021 | $893,000 | – | 12,587 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |