ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661 | -6.2% | 11,020 | -2.1% | 0.20% | -5.2% |
| Q2 2023 | $705 | -2.6% | 11,258 | -3.7% | 0.21% | -9.1% |
| Q1 2023 | $724 | +2.7% | 11,688 | -4.1% | 0.23% | -13.2% |
| Q4 2022 | $705 | -99.9% | 12,182 | -0.6% | 0.27% | +7.3% |
| Q3 2022 | $624,000 | -11.0% | 12,260 | -0.2% | 0.25% | +0.8% |
| Q2 2022 | $701,000 | -15.8% | 12,287 | -1.8% | 0.25% | -12.5% |
| Q1 2022 | $833,000 | -7.9% | 12,509 | -1.9% | 0.28% | +3.7% |
| Q4 2021 | $904,000 | -2.1% | 12,746 | -1.9% | 0.27% | -5.2% |
| Q3 2021 | $923,000 | +10.1% | 12,997 | +13.7% | 0.29% | +14.4% |
| Q2 2021 | $838,000 | +33.2% | 11,435 | +27.9% | 0.25% | +26.3% |
| Q1 2021 | $629,000 | – | 8,944 | – | 0.20% | – |
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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% |