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 | $5,097,650 | -4.6% | 84,975 | -0.4% | 0.10% | -1.9% |
| Q2 2023 | $5,344,116 | +4.4% | 85,342 | +3.3% | 0.11% | -1.8% |
| Q1 2023 | $5,118,805 | +3.1% | 82,628 | -3.7% | 0.11% | -3.5% |
| Q4 2022 | $4,966,162 | +7.4% | 85,801 | -5.5% | 0.11% | +4.6% |
| Q3 2022 | $4,622,000 | -10.1% | 90,778 | +0.7% | 0.11% | -2.7% |
| Q2 2022 | $5,143,000 | -13.2% | 90,174 | +1.3% | 0.11% | +3.7% |
| Q1 2022 | $5,928,000 | +0.1% | 89,043 | +6.7% | 0.11% | +2.9% |
| Q4 2021 | $5,921,000 | +0.2% | 83,466 | +0.2% | 0.10% | -6.3% |
| Q3 2021 | $5,912,000 | -1.9% | 83,274 | +1.3% | 0.11% | +2.8% |
| Q2 2021 | $6,028,000 | +5.1% | 82,241 | +0.8% | 0.11% | -5.3% |
| Q1 2021 | $5,734,000 | +10.0% | 81,587 | +5.2% | 0.11% | +3.6% |
| Q4 2020 | $5,213,000 | +18.3% | 77,590 | +2.7% | 0.11% | 0.0% |
| Q3 2020 | $4,406,000 | +8.4% | 75,527 | +1.3% | 0.11% | +4.8% |
| Q2 2020 | $4,065,000 | +21.3% | 74,566 | +4.6% | 0.10% | +2.9% |
| Q1 2020 | $3,350,000 | – | 71,254 | – | 0.10% | – |
Download | ||||||
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% |