ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,558 | -5.5% | 4,260 | -1.4% | 0.02% | -4.0% |
| Q2 2023 | $270,519 | -12.8% | 4,320 | -13.7% | 0.02% | -13.8% |
| Q1 2023 | $310,184 | -23.7% | 5,007 | -28.7% | 0.03% | -14.7% |
| Q4 2022 | $406,435 | +6.1% | 7,022 | -6.7% | 0.03% | -10.5% |
| Q3 2022 | $383,000 | -12.8% | 7,530 | -2.2% | 0.04% | 0.0% |
| Q2 2022 | $439,000 | -14.9% | 7,702 | -0.7% | 0.04% | -5.0% |
| Q1 2022 | $516,000 | -7.7% | 7,755 | -1.5% | 0.04% | 0.0% |
| Q4 2021 | $559,000 | 0.0% | 7,875 | +0.0% | 0.04% | -9.1% |
| Q3 2021 | $559,000 | -10.3% | 7,873 | -7.4% | 0.04% | -6.4% |
| Q2 2021 | $623,000 | +4.4% | 8,498 | +0.0% | 0.05% | 0.0% |
| Q1 2021 | $597,000 | +4.6% | 8,496 | 0.0% | 0.05% | -2.1% |
| Q4 2020 | $571,000 | +15.1% | 8,496 | +0.0% | 0.05% | 0.0% |
| Q3 2020 | $496,000 | +6.4% | 8,495 | -0.6% | 0.05% | +4.3% |
| Q2 2020 | $466,000 | +5.0% | 8,548 | -9.6% | 0.05% | -13.2% |
| Q1 2020 | $444,000 | +93.0% | 9,451 | +154.7% | 0.05% | +152.4% |
| Q4 2019 | $230,000 | – | 3,710 | – | 0.02% | – |
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% |