ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,152 | -5.8% | 1,286,086 | -1.7% | 0.16% | -4.2% |
| Q2 2023 | $81,936 | +1.9% | 1,308,461 | +0.9% | 0.17% | -1.2% |
| Q1 2023 | $80,372 | +17.0% | 1,297,369 | +9.4% | 0.17% | +2.4% |
| Q4 2022 | $68,669 | -99.9% | 1,186,417 | +1.9% | 0.16% | +7.8% |
| Q3 2022 | $59,272,000 | -3.2% | 1,164,022 | +8.4% | 0.15% | -4.4% |
| Q2 2022 | $61,253,000 | -11.9% | 1,074,063 | +2.8% | 0.16% | +0.6% |
| Q1 2022 | $69,544,000 | -11.2% | 1,044,519 | -5.4% | 0.16% | -9.7% |
| Q4 2021 | $78,300,000 | +14.7% | 1,103,762 | +14.8% | 0.18% | +2.9% |
| Q3 2021 | $68,251,000 | -6.1% | 961,284 | -3.1% | 0.17% | -7.6% |
| Q2 2021 | $72,700,000 | +7.4% | 991,818 | +3.0% | 0.18% | -3.1% |
| Q1 2021 | $67,674,000 | +11.1% | 962,929 | +6.2% | 0.19% | +4.4% |
| Q4 2020 | $60,925,000 | +12.3% | 906,763 | -2.5% | 0.18% | -1.1% |
| Q3 2020 | $54,249,000 | +1.5% | 929,886 | -5.2% | 0.18% | -8.4% |
| Q2 2020 | $53,466,000 | +15.8% | 980,677 | -0.1% | 0.20% | -6.0% |
| Q1 2020 | $46,153,000 | -26.9% | 981,789 | -3.8% | 0.22% | -10.4% |
| Q4 2019 | $63,159,000 | -0.9% | 1,020,353 | -7.5% | 0.24% | -11.8% |
| Q3 2019 | $63,703,000 | -6.9% | 1,102,900 | -5.5% | 0.27% | -9.6% |
| Q2 2019 | $68,406,000 | -0.5% | 1,166,543 | -1.5% | 0.30% | -5.0% |
| Q1 2019 | $68,752,000 | -57.1% | 1,183,958 | -61.2% | 0.32% | -62.7% |
| Q4 2018 | $160,172,000 | -2.8% | 3,049,163 | +11.6% | 0.85% | +7.9% |
| Q3 2018 | $164,730,000 | +3.5% | 2,731,402 | +3.2% | 0.79% | -5.2% |
| Q2 2018 | $159,165,000 | +9.1% | 2,647,019 | +14.4% | 0.83% | +5.1% |
| Q1 2018 | $145,924,000 | +15.4% | 2,314,786 | +15.5% | 0.79% | +14.6% |
| Q4 2017 | $126,439,000 | – | 2,004,431 | – | 0.69% | – |
Download | ||||||
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% |