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 | $1,654,284 | -30.6% | 27,576 | -27.5% | 0.03% | -24.4% |
| Q2 2023 | $2,383,129 | -1.5% | 38,057 | -2.6% | 0.04% | -16.3% |
| Q1 2023 | $2,419,581 | +44.8% | 39,057 | +35.3% | 0.05% | +36.1% |
| Q4 2022 | $1,670,417 | +26.5% | 28,860 | +11.3% | 0.04% | +20.0% |
| Q3 2022 | $1,321,000 | +5.6% | 25,935 | +18.2% | 0.03% | +11.1% |
| Q2 2022 | $1,251,000 | +32.8% | 21,935 | +55.0% | 0.03% | +58.8% |
| Q1 2022 | $942,000 | -20.8% | 14,150 | -15.6% | 0.02% | -19.0% |
| Q4 2021 | $1,190,000 | +56.6% | 16,770 | +56.7% | 0.02% | +50.0% |
| Q3 2021 | $760,000 | -3.1% | 10,700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $784,000 | +4.3% | 10,700 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $752,000 | +4.6% | 10,700 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $719,000 | +12.0% | 10,700 | -2.7% | 0.02% | 0.0% |
| Q3 2020 | $642,000 | +5.4% | 11,000 | -1.5% | 0.02% | 0.0% |
| Q2 2020 | $609,000 | +16.0% | 11,166 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $525,000 | -24.0% | 11,166 | 0.0% | 0.02% | +6.7% |
| Q4 2019 | $691,000 | +7.1% | 11,166 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $645,000 | -3.9% | 11,166 | -2.5% | 0.02% | -6.2% |
| Q2 2019 | $671,000 | +0.9% | 11,450 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $665,000 | +10.6% | 11,450 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $601,000 | -17.2% | 11,450 | -4.9% | 0.02% | +6.7% |
| Q3 2018 | $726,000 | +0.3% | 12,045 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $724,000 | -5.1% | 12,045 | -0.5% | 0.02% | 0.0% |
| Q1 2018 | $763,000 | -1.3% | 12,100 | -1.2% | 0.02% | 0.0% |
| Q4 2017 | $773,000 | +2.7% | 12,250 | -0.8% | 0.02% | +7.1% |
| Q3 2017 | $753,000 | +13.2% | 12,350 | +6.5% | 0.01% | +7.7% |
| Q2 2017 | $665,000 | -3.2% | 11,600 | -7.5% | 0.01% | 0.0% |
| Q1 2017 | $687,000 | +11.0% | 12,545 | +2.4% | 0.01% | +8.3% |
| Q4 2016 | $619,000 | -3.3% | 12,255 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $640,000 | – | 12,255 | – | 0.01% | – |
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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% |