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 | $701,883 | -4.2% | 11,700 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $732,654 | +1.1% | 11,700 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $724,815 | +7.0% | 11,700 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $677,196 | +13.6% | 11,700 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $596,000 | -10.6% | 11,700 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $667,000 | -14.4% | 11,700 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $779,000 | +5.6% | 11,700 | +12.5% | 0.01% | +20.0% |
| Q4 2021 | $738,000 | -0.7% | 10,400 | -0.6% | 0.01% | -9.1% |
| Q3 2021 | $743,000 | -3.1% | 10,460 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $767,000 | +4.4% | 10,460 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $735,000 | +4.6% | 10,460 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $703,000 | -22.1% | 10,460 | -32.3% | 0.01% | -29.4% |
| Q3 2020 | $902,000 | -19.1% | 15,460 | -24.4% | 0.02% | -26.1% |
| Q2 2020 | $1,115,000 | -22.1% | 20,460 | -32.8% | 0.02% | -36.1% |
| Q1 2020 | $1,432,000 | +15.7% | 30,460 | +52.3% | 0.04% | +100.0% |
| Q4 2019 | $1,238,000 | +7.2% | 20,000 | 0.0% | 0.02% | +12.5% |
| Q3 2019 | $1,155,000 | -1.5% | 20,000 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $1,173,000 | +1.0% | 20,000 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,161,000 | +6.7% | 20,000 | -3.4% | 0.02% | -6.2% |
| Q4 2018 | $1,088,000 | +14.9% | 20,710 | +31.8% | 0.02% | +33.3% |
| Q3 2018 | $947,000 | +47.0% | 15,710 | +46.7% | 0.01% | +50.0% |
| Q2 2018 | $644,000 | -1.8% | 10,710 | +2.9% | 0.01% | 0.0% |
| Q1 2018 | $656,000 | – | 10,410 | – | 0.01% | – |
Download | ||||||
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% |