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 | $1,470,343 | +12.8% | 24,510 | +17.7% | 0.00% | 0.0% |
| Q2 2023 | $1,303,924 | +3.6% | 20,823 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $1,258,920 | -17.5% | 20,322 | -22.9% | 0.00% | -33.3% |
| Q4 2022 | $1,526,513 | -20.9% | 26,374 | -30.5% | 0.00% | -25.0% |
| Q3 2022 | $1,931,000 | -33.6% | 37,922 | -25.6% | 0.00% | -20.0% |
| Q2 2022 | $2,906,000 | +54.7% | 50,964 | +80.7% | 0.01% | +66.7% |
| Q1 2022 | $1,878,000 | -30.0% | 28,211 | -25.4% | 0.00% | -25.0% |
| Q4 2021 | $2,682,000 | +3.8% | 37,807 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $2,583,000 | +13.6% | 36,378 | +17.3% | 0.00% | 0.0% |
| Q2 2021 | $2,273,000 | +62.4% | 31,014 | +55.7% | 0.00% | +100.0% |
| Q1 2021 | $1,400,000 | +26.5% | 19,924 | +20.9% | 0.00% | 0.0% |
| Q4 2020 | $1,107,000 | -20.9% | 16,479 | -31.2% | 0.00% | -33.3% |
| Q3 2020 | $1,399,000 | +148.9% | 23,967 | +132.6% | 0.00% | +200.0% |
| Q2 2020 | $562,000 | -83.0% | 10,305 | -85.3% | 0.00% | -88.9% |
| Q1 2020 | $3,305,000 | +92.0% | 70,297 | +152.9% | 0.01% | +200.0% |
| Q4 2019 | $1,721,000 | – | 27,795 | – | 0.00% | – |
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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% |