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 | $440,567 | -12.7% | 7,344 | -8.9% | 0.23% | -11.2% |
| Q2 2023 | $504,655 | +1.1% | 8,059 | 0.0% | 0.26% | -10.1% |
| Q1 2023 | $499,255 | +1.1% | 8,059 | -5.6% | 0.29% | -5.3% |
| Q4 2022 | $493,948 | +22.0% | 8,534 | +7.4% | 0.30% | +7.8% |
| Q3 2022 | $405,000 | -4.0% | 7,944 | +7.4% | 0.28% | -2.1% |
| Q2 2022 | $422,000 | -14.6% | 7,394 | 0.0% | 0.29% | -4.3% |
| Q1 2022 | $494,000 | -4.3% | 7,394 | 0.0% | 0.30% | -9.1% |
| Q4 2021 | $516,000 | – | 7,394 | – | 0.33% | – |
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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% |