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 | $391,075 | -7.3% | 6,519 | -3.3% | 0.20% | -5.7% |
| Q2 2023 | $421,996 | +4.6% | 6,739 | +3.5% | 0.21% | -3.6% |
| Q1 2023 | $403,542 | +6.1% | 6,514 | -0.9% | 0.22% | 0.0% |
| Q4 2022 | $380,272 | +123767.1% | 6,570 | +9.1% | 0.22% | +12.2% |
| Q3 2022 | $307 | -10.5% | 6,020 | 0.0% | 0.20% | -5.8% |
| Q2 2022 | $343 | -15.3% | 6,020 | -0.9% | 0.21% | -0.5% |
| Q1 2022 | $405 | -3.6% | 6,077 | +2.7% | 0.21% | 0.0% |
| Q4 2021 | $420 | +1.0% | 5,915 | +0.9% | 0.21% | -10.3% |
| Q3 2021 | $416 | 0.0% | 5,861 | +3.4% | 0.23% | -2.9% |
| Q2 2021 | $416 | +7.5% | 5,669 | +2.8% | 0.24% | -2.0% |
| Q1 2021 | $387 | +23.2% | 5,513 | +18.6% | 0.24% | +14.5% |
| Q4 2020 | $314 | +34.8% | 4,649 | +18.1% | 0.21% | +16.9% |
| Q3 2020 | $233 | – | 3,938 | – | 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% |