ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $668,529 | -5.1% | 11,144 | -1.0% | 0.38% | +0.8% |
| Q2 2023 | $704,725 | +13.0% | 11,254 | +11.8% | 0.38% | +2.4% |
| Q1 2023 | $623,589 | +31.7% | 10,066 | +23.0% | 0.37% | +26.6% |
| Q4 2022 | $473,632 | +53.8% | 8,183 | +35.4% | 0.29% | +30.2% |
| Q3 2022 | $308,000 | +8.8% | 6,044 | +21.8% | 0.22% | +4.2% |
| Q2 2022 | $283,000 | +7.2% | 4,962 | +24.9% | 0.22% | +21.3% |
| Q1 2022 | $264,000 | – | 3,972 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |