ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
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% | – |
Download | ||||||
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% |