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 | $675,943 | -10.6% | 11,285 | -6.5% | 0.27% | -17.2% |
| Q2 2023 | $755,764 | -30.8% | 12,069 | -31.5% | 0.32% | -38.2% |
| Q1 2023 | $1,091,654 | +6.1% | 17,622 | -0.9% | 0.53% | -9.8% |
| Q4 2022 | $1,028,790 | +13.2% | 17,775 | -0.4% | 0.58% | -6.1% |
| Q3 2022 | $909,000 | -18.4% | 17,845 | -8.7% | 0.62% | -17.6% |
| Q2 2022 | $1,114,000 | -77.6% | 19,537 | -73.8% | 0.75% | -74.2% |
| Q1 2022 | $4,973,000 | -38.0% | 74,688 | -34.0% | 2.93% | -40.2% |
| Q4 2021 | $8,026,000 | – | 113,143 | – | 4.89% | – |
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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% |