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 | $640,333 | +52.8% | 10,674 | +59.5% | 0.00% | – |
| Q2 2023 | $418,990 | +7.5% | 6,691 | +6.3% | 0.00% | – |
| Q1 2023 | $389,789 | +27.7% | 6,292 | +19.3% | 0.00% | – |
| Q4 2022 | $305,143 | -11.0% | 5,272 | -21.7% | 0.00% | – |
| Q3 2022 | $343,000 | -54.3% | 6,736 | -48.8% | 0.00% | – |
| Q2 2022 | $750,000 | -13.8% | 13,151 | +0.6% | 0.00% | – |
| Q1 2022 | $870,000 | -35.5% | 13,067 | -31.3% | 0.00% | – |
| Q4 2021 | $1,349,000 | +46.9% | 19,014 | +47.1% | 0.00% | – |
| Q3 2021 | $918,000 | -32.9% | 12,929 | -30.8% | 0.00% | – |
| Q2 2021 | $1,369,000 | +285.6% | 18,679 | +269.8% | 0.00% | – |
| Q1 2021 | $355,000 | – | 5,051 | – | 0.00% | – |
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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% |