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. | 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% |