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 | $854,376 | +1.1% | 14,242 | +5.6% | 0.28% | +1.8% |
| Q2 2023 | $844,805 | +3.0% | 13,491 | +1.9% | 0.28% | -6.7% |
| Q1 2023 | $820,370 | +9.3% | 13,242 | +2.1% | 0.30% | -3.9% |
| Q4 2022 | $750,903 | -28.6% | 12,973 | -37.1% | 0.31% | -40.9% |
| Q3 2022 | $1,051,000 | -11.0% | 20,637 | -0.3% | 0.53% | -4.5% |
| Q2 2022 | $1,181,000 | +125.4% | 20,709 | +162.9% | 0.55% | +121.3% |
| Q1 2022 | $524,000 | +13.9% | 7,877 | +21.6% | 0.25% | -2.0% |
| Q4 2021 | $460,000 | – | 6,478 | – | 0.25% | – |
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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% |