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 | $1,140,769 | -13.0% | 19,016 | -9.1% | 0.00% | 0.0% |
| Q2 2023 | $1,310,699 | -1.4% | 20,931 | -2.4% | 0.00% | 0.0% |
| Q1 2023 | $1,329,075 | +7.0% | 21,454 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,241,758 | +497.0% | 21,454 | +426.2% | 0.00% | – |
| Q3 2022 | $208,000 | -10.7% | 4,077 | 0.0% | 0.00% | – |
| Q2 2022 | $233,000 | -12.4% | 4,077 | +1.9% | 0.00% | – |
| Q1 2022 | $266,000 | -18.4% | 4,001 | -13.0% | 0.00% | – |
| Q4 2021 | $326,000 | +0.9% | 4,598 | +1.1% | 0.00% | – |
| Q3 2021 | $323,000 | -3.0% | 4,548 | 0.0% | 0.00% | – |
| Q2 2021 | $333,000 | +5.0% | 4,548 | +0.7% | 0.00% | – |
| Q1 2021 | $317,000 | +98.1% | 4,517 | +89.5% | 0.00% | – |
| Q4 2020 | $160,000 | +15.9% | 2,384 | +1.1% | 0.00% | – |
| Q3 2020 | $138,000 | – | 2,359 | – | 0.00% | – |
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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% |