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 | $294,680 | -4.2% | 4,912 | 0.0% | 0.13% | -11.3% |
| Q2 2023 | $307,599 | -4.0% | 4,912 | -5.0% | 0.15% | -9.0% |
| Q1 2023 | $320,296 | -22.6% | 5,170 | -27.7% | 0.17% | -23.9% |
| Q4 2022 | $413,913 | -21.0% | 7,151 | -30.5% | 0.22% | -24.3% |
| Q3 2022 | $524,000 | -17.6% | 10,283 | -7.8% | 0.29% | -9.1% |
| Q2 2022 | $636,000 | -13.4% | 11,148 | +1.1% | 0.32% | +5.0% |
| Q1 2022 | $734,000 | -6.1% | 11,031 | +0.1% | 0.30% | -12.7% |
| Q4 2021 | $782,000 | +94.0% | 11,022 | +94.0% | 0.35% | +60.2% |
| Q3 2021 | $403,000 | -3.1% | 5,680 | 0.0% | 0.22% | -4.0% |
| Q2 2021 | $416,000 | -7.8% | 5,680 | -11.5% | 0.22% | -27.2% |
| Q1 2021 | $451,000 | +65.2% | 6,420 | +58.2% | 0.31% | +29.8% |
| Q4 2020 | $273,000 | – | 4,057 | – | 0.24% | – |
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% |