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 | $816,164 | -4.6% | 13,605 | -0.4% | 0.03% | -10.0% |
| Q2 2023 | $855,327 | +1.1% | 13,659 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $846,175 | +7.6% | 13,659 | +0.5% | 0.03% | 0.0% |
| Q4 2022 | $786,589 | +12.0% | 13,590 | -1.5% | 0.03% | +3.4% |
| Q3 2022 | $702,000 | -10.7% | 13,790 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $786,000 | -19.6% | 13,790 | -6.1% | 0.03% | -6.1% |
| Q1 2022 | $978,000 | -6.1% | 14,690 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $1,042,000 | -0.1% | 14,690 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $1,043,000 | -3.2% | 14,690 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $1,077,000 | +4.4% | 14,690 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $1,032,000 | +5.0% | 14,690 | +0.4% | 0.04% | -15.6% |
| Q4 2020 | $983,000 | +13.6% | 14,625 | -1.3% | 0.04% | 0.0% |
| Q3 2020 | $865,000 | +7.1% | 14,825 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $808,000 | +105.1% | 14,825 | +76.7% | 0.04% | +60.7% |
| Q1 2020 | $394,000 | -24.1% | 8,390 | 0.0% | 0.03% | -3.4% |
| Q4 2019 | $519,000 | +7.0% | 8,390 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $485,000 | +7.5% | 8,390 | +9.1% | 0.03% | +3.6% |
| Q2 2019 | $451,000 | -0.2% | 7,690 | -1.3% | 0.03% | 0.0% |
| Q1 2019 | $452,000 | -54.4% | 7,790 | -58.7% | 0.03% | -58.2% |
| Q4 2018 | $991,000 | +311.2% | 18,860 | +371.5% | 0.07% | +378.6% |
| Q3 2018 | $241,000 | 0.0% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $241,000 | -4.4% | 4,000 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $252,000 | 0.0% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $252,000 | +3.3% | 4,000 | 0.0% | 0.02% | -15.8% |
| Q3 2017 | $244,000 | +6.6% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $229,000 | +4.6% | 4,000 | 0.0% | 0.02% | +5.6% |
| Q1 2017 | $219,000 | +8.4% | 4,000 | 0.0% | 0.02% | -5.3% |
| Q4 2016 | $202,000 | -3.3% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $209,000 | – | 4,000 | – | 0.02% | – |
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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% |