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 | $31,361,766 | -8.4% | 522,783 | -4.4% | 0.03% | -6.9% |
| Q2 2023 | $34,243,802 | -0.6% | 546,851 | -1.6% | 0.03% | -3.3% |
| Q1 2023 | $34,433,937 | +3.7% | 555,834 | -3.1% | 0.03% | -6.2% |
| Q4 2022 | $33,208,223 | -33.2% | 573,743 | -41.2% | 0.03% | -38.5% |
| Q3 2022 | $49,690,000 | -12.3% | 975,839 | -1.8% | 0.05% | -7.1% |
| Q2 2022 | $56,666,000 | -15.8% | 993,603 | -1.8% | 0.06% | -5.1% |
| Q1 2022 | $67,338,000 | -5.4% | 1,011,384 | +0.8% | 0.06% | 0.0% |
| Q4 2021 | $71,151,000 | +8.7% | 1,002,972 | +8.8% | 0.06% | -3.3% |
| Q3 2021 | $65,467,000 | +35.4% | 922,065 | +39.8% | 0.06% | +38.6% |
| Q2 2021 | $48,338,000 | +1.2% | 659,449 | -3.0% | 0.04% | -4.3% |
| Q1 2021 | $47,780,000 | +16.1% | 679,845 | +11.0% | 0.05% | +9.5% |
| Q4 2020 | $41,163,000 | +30.4% | 612,634 | +13.3% | 0.04% | +7.7% |
| Q3 2020 | $31,557,000 | +19.8% | 540,912 | +12.0% | 0.04% | +11.4% |
| Q2 2020 | $26,340,000 | +30.1% | 483,123 | +12.2% | 0.04% | +40.0% |
| Q1 2020 | $20,248,000 | -3.8% | 430,705 | +26.7% | 0.02% | +19.0% |
| Q4 2019 | $21,038,000 | +56.3% | 339,877 | +45.8% | 0.02% | +61.5% |
| Q3 2019 | $13,464,000 | +54.6% | 233,111 | +57.0% | 0.01% | +44.4% |
| Q2 2019 | $8,707,000 | +143.7% | 148,488 | +141.4% | 0.01% | +125.0% |
| Q1 2019 | $3,573,000 | +121.9% | 61,520 | +100.7% | 0.00% | +100.0% |
| Q4 2018 | $1,610,000 | -13.4% | 30,657 | -0.6% | 0.00% | 0.0% |
| Q3 2018 | $1,860,000 | -3.7% | 30,855 | -3.9% | 0.00% | 0.0% |
| Q2 2018 | $1,931,000 | +2.2% | 32,112 | +7.2% | 0.00% | 0.0% |
| Q1 2018 | $1,889,000 | +56.6% | 29,965 | +56.6% | 0.00% | +100.0% |
| Q4 2017 | $1,206,000 | +12.9% | 19,129 | +9.3% | 0.00% | 0.0% |
| Q3 2017 | $1,068,000 | +12.1% | 17,502 | +5.3% | 0.00% | 0.0% |
| Q2 2017 | $953,000 | +39.1% | 16,627 | +33.0% | 0.00% | 0.0% |
| Q1 2017 | $685,000 | +362.8% | 12,502 | +324.1% | 0.00% | – |
| Q4 2016 | $148,000 | +70.1% | 2,948 | +76.4% | 0.00% | – |
| Q3 2016 | $87,000 | -13.0% | 1,671 | -17.7% | 0.00% | – |
| Q2 2016 | $100,000 | -49.0% | 2,031 | -48.6% | 0.00% | – |
| Q1 2016 | $196,000 | -15.5% | 3,953 | -15.4% | 0.00% | – |
| Q4 2015 | $232,000 | +480.0% | 4,672 | +484.0% | 0.00% | – |
| Q3 2015 | $40,000 | – | 800 | – | 0.00% | – |
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% |