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 | $4,250,810 | +678.5% | 70,859 | +853.4% | 0.02% | +633.3% |
| Q3 2021 | $546,000 | +1.7% | 7,432 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $537,000 | -2.4% | 7,534 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $550,000 | +4.2% | 7,534 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $528,000 | +16.8% | 7,534 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $452,000 | +3.4% | 7,534 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $437,000 | +14.4% | 7,534 | -3.5% | 0.00% | -25.0% |
| Q1 2020 | $382,000 | -19.6% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $475,000 | +2.6% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $463,000 | -18.9% | 7,807 | -19.9% | 0.00% | -20.0% |
| Q2 2019 | $571,000 | -3.4% | 9,750 | -1.8% | 0.01% | 0.0% |
| Q1 2019 | $591,000 | +8.8% | 9,932 | +2.2% | 0.01% | 0.0% |
| Q4 2018 | $543,000 | – | 9,717 | – | 0.01% | – |
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% |