ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
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. | 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% |