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 | $1,111,139 | +27.8% | 18,522 | +33.4% | 0.12% | +33.7% |
| Q2 2023 | $869,546 | +61.6% | 13,886 | +59.9% | 0.09% | +50.8% |
| Q1 2023 | $538,036 | -0.3% | 8,685 | -6.9% | 0.06% | -7.6% |
| Q4 2022 | $539,731 | -12.4% | 9,325 | -22.9% | 0.07% | -21.4% |
| Q3 2022 | $616,000 | -10.7% | 12,100 | 0.0% | 0.08% | -7.7% |
| Q2 2022 | $690,000 | -9.6% | 12,100 | +5.6% | 0.09% | +2.2% |
| Q1 2022 | $763,000 | -18.2% | 11,460 | -12.9% | 0.09% | -10.1% |
| Q4 2021 | $933,000 | +9.5% | 13,150 | +9.6% | 0.10% | -5.7% |
| Q3 2021 | $852,000 | -3.2% | 12,000 | 0.0% | 0.10% | -2.8% |
| Q2 2021 | $880,000 | +4.4% | 12,000 | 0.0% | 0.11% | -2.7% |
| Q1 2021 | $843,000 | +4.6% | 12,000 | 0.0% | 0.11% | 0.0% |
| Q4 2020 | $806,000 | +15.1% | 12,000 | 0.0% | 0.11% | -3.5% |
| Q3 2020 | $700,000 | +7.0% | 12,000 | 0.0% | 0.12% | -2.5% |
| Q2 2020 | $654,000 | +16.0% | 12,000 | 0.0% | 0.12% | +11.3% |
| Q1 2020 | $564,000 | -24.1% | 12,000 | 0.0% | 0.11% | +3.9% |
| Q4 2019 | $743,000 | +7.2% | 12,000 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $693,000 | -1.6% | 12,000 | 0.0% | 0.10% | -1.0% |
| Q2 2019 | $704,000 | +1.0% | 12,000 | 0.0% | 0.10% | -3.7% |
| Q1 2019 | $697,000 | +10.6% | 12,000 | 0.0% | 0.11% | +2.9% |
| Q4 2018 | $630,000 | – | 12,000 | – | 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% |