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 | $293,591 | -5.6% | 4,894 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $311,160 | +5.9% | 4,969 | +4.8% | 0.00% | 0.0% |
| Q1 2023 | $293,768 | -26.9% | 4,742 | -31.7% | 0.00% | -25.0% |
| Q4 2022 | $401,977 | +42.0% | 6,945 | +24.9% | 0.00% | +33.3% |
| Q3 2022 | $283,000 | -14.8% | 5,561 | -4.5% | 0.00% | -25.0% |
| Q2 2022 | $332,000 | -23.9% | 5,825 | -11.0% | 0.00% | 0.0% |
| Q1 2022 | $436,000 | -4.2% | 6,542 | +2.1% | 0.00% | 0.0% |
| Q4 2021 | $455,000 | 0.0% | 6,409 | +0.0% | 0.00% | -20.0% |
| Q3 2021 | $455,000 | -8.6% | 6,408 | -5.9% | 0.01% | 0.0% |
| Q2 2021 | $498,000 | +514.8% | 6,807 | +422.0% | 0.01% | +400.0% |
| Q4 2019 | $81,000 | +710.0% | 1,304 | +628.5% | 0.00% | – |
| Q1 2019 | $10,000 | -90.3% | 179 | -89.5% | 0.00% | -100.0% |
| Q3 2018 | $103,000 | +1.0% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $102,000 | -55.5% | 1,700 | -53.1% | 0.00% | -50.0% |
| Q1 2018 | $229,000 | +114.0% | 3,625 | +113.2% | 0.00% | +100.0% |
| Q4 2017 | $107,000 | – | 1,700 | – | 0.00% | – |
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% |