ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,630 | -4.2% | 5,028 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $314,853 | +1.1% | 5,028 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $311,485 | +7.1% | 5,028 | +0.1% | 0.04% | -5.1% |
| Q4 2022 | $290,847 | +13.6% | 5,025 | 0.0% | 0.04% | +11.4% |
| Q3 2022 | $256,000 | -10.8% | 5,025 | 0.0% | 0.04% | -10.3% |
| Q2 2022 | $287,000 | -14.3% | 5,025 | 0.0% | 0.04% | +21.9% |
| Q1 2022 | $335,000 | -5.9% | 5,025 | 0.0% | 0.03% | -3.0% |
| Q4 2021 | $356,000 | -0.3% | 5,025 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $357,000 | -3.0% | 5,025 | 0.0% | 0.04% | -5.3% |
| Q2 2021 | $368,000 | – | 5,025 | – | 0.04% | – |
Download | ||||||
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% |