ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,803,989 | +10.9% | 197,197 | +2.4% | 6.68% | -2.8% |
| Q3 2023 | $11,547,189 | +21.0% | 192,485 | +26.3% | 6.87% | +3.1% |
| Q2 2023 | $9,545,708 | +0.3% | 152,439 | -0.8% | 6.67% | -7.6% |
| Q1 2023 | $9,516,928 | +4.4% | 153,623 | -2.5% | 7.21% | -4.5% |
| Q4 2022 | $9,120,131 | +51.2% | 157,570 | +33.0% | 7.55% | +35.6% |
| Q3 2022 | $6,031,000 | +234.5% | 118,446 | +274.6% | 5.57% | +236.8% |
| Q2 2022 | $1,803,000 | – | 31,617 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |