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 | $10,605,452 | -3.0% | 176,787 | +1.2% | 9.87% | -3.1% |
Q2 2023 | $10,934,639 | +11.0% | 174,619 | +9.8% | 10.18% | +2.6% |
Q1 2023 | $9,853,012 | +7.5% | 159,048 | +0.4% | 9.93% | -0.2% |
Q4 2022 | $9,167,005 | +13.9% | 158,379 | +12.2% | 9.94% | +9.0% |
Q2 2022 | $8,050,000 | -8.6% | 141,155 | +6.7% | 9.12% | -1.5% |
Q1 2022 | $8,810,000 | +0.2% | 132,326 | +6.7% | 9.27% | +3.0% |
Q4 2021 | $8,794,000 | – | 123,960 | – | 9.00% | – |
Download |
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% |