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 | $14,216,852 | -8.9% | 236,987 | -4.9% | 5.59% | -4.2% |
| Q2 2023 | $15,600,514 | +9.1% | 249,130 | +7.9% | 5.83% | +2.6% |
| Q1 2023 | $14,304,108 | +11.0% | 230,898 | +3.7% | 5.68% | -25.9% |
| Q4 2022 | $12,884,996 | +14.8% | 222,616 | +1.0% | 7.67% | +1.5% |
| Q3 2022 | $11,224,000 | +214.6% | 220,420 | +252.3% | 7.56% | +259.2% |
| Q2 2022 | $3,568,000 | -20.4% | 62,569 | -7.0% | 2.10% | -8.1% |
| Q1 2022 | $4,480,000 | -79.3% | 67,286 | -78.0% | 2.29% | -73.0% |
| Q4 2021 | $21,659,000 | – | 305,319 | – | 8.48% | – |
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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% |