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. | 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% |