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 | $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. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |