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 | $327,426 | -26.6% | 5,458 | -23.3% | 0.04% | -22.0% |
| Q2 2023 | $445,855 | +1.7% | 7,120 | +0.6% | 0.05% | -3.8% |
| Q1 2023 | $438,421 | +41.6% | 7,077 | +32.3% | 0.05% | +33.3% |
| Q4 2022 | $309,658 | +5.3% | 5,350 | -7.3% | 0.04% | 0.0% |
| Q3 2022 | $294,000 | -7.0% | 5,769 | +4.1% | 0.04% | -2.5% |
| Q2 2022 | $316,000 | -11.2% | 5,544 | +3.6% | 0.04% | -2.4% |
| Q1 2022 | $356,000 | -5.6% | 5,349 | +0.7% | 0.04% | -6.8% |
| Q4 2021 | $377,000 | +3.3% | 5,313 | +3.4% | 0.04% | -4.3% |
| Q3 2021 | $365,000 | +1.4% | 5,138 | +4.6% | 0.05% | +2.2% |
| Q2 2021 | $360,000 | +4.0% | 4,910 | -0.3% | 0.04% | -4.3% |
| Q1 2021 | $346,000 | +810.5% | 4,923 | +516.9% | 0.05% | +487.5% |
| Q1 2020 | $38,000 | -22.4% | 798 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $49,000 | -53.8% | 798 | -52.4% | 0.01% | -57.9% |
| Q1 2018 | $106,000 | – | 1,675 | – | 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% |