ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $476,020 | +16.1% | 7,935 | +21.2% | 0.00% | +33.3% |
Q2 2023 | $409,972 | +9.0% | 6,547 | +7.8% | 0.00% | 0.0% |
Q1 2023 | $376,159 | +7.0% | 6,072 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $351,447 | +13.4% | 6,072 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $310,000 | +37.8% | 6,072 | +79.3% | 0.00% | +50.0% |
Q1 2022 | $225,000 | -6.2% | 3,387 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $240,000 | -0.4% | 3,387 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $241,000 | -2.8% | 3,387 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $248,000 | +12.2% | 3,387 | +8.0% | 0.00% | 0.0% |
Q1 2021 | $221,000 | +10.5% | 3,137 | +5.2% | 0.00% | 0.0% |
Q4 2020 | $200,000 | – | 2,982 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 10,112,766 | $587,248,000 | 35.23% |
Disciplina Capital Management LLC | 927,721 | $53,872,758 | 34.73% |
AGILIS PARTNERS LLC | 373,238 | $21,674,000 | 18.45% |
Financial Advisors, LLC | 380,710 | $22,108,000 | 15.10% |
Sequoia Financial Advisors, LLC | 2,755,366 | $160,004,000 | 13.14% |
American Financial Network Advisory Services LLC | 304,633 | $17,568,000 | 12.99% |
KEMPER Corp | 1,311,432 | $76,155,000 | 11.51% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2,048,617 | $118,963,000 | 11.13% |
CAHABA WEALTH MANAGEMENT, INC. | 641,177 | $37,233,000 | 10.06% |
BIEGEL & WALLER LLC | 289,945 | $16,837,000 | 8.66% |