ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $443,791 | -11.3% | 7,398 | -7.4% | 0.01% | 0.0% |
Q2 2023 | $500,443 | +68.2% | 7,992 | +66.4% | 0.01% | +40.0% |
Q1 2023 | $297,484 | +18.7% | 4,802 | +11.0% | 0.01% | +25.0% |
Q4 2022 | $250,525 | +6.2% | 4,328 | -6.4% | 0.00% | 0.0% |
Q3 2022 | $236,000 | -10.6% | 4,626 | +0.0% | 0.00% | -20.0% |
Q2 2022 | $264,000 | -14.3% | 4,625 | +0.1% | 0.01% | 0.0% |
Q1 2022 | $308,000 | +2.0% | 4,619 | +8.5% | 0.01% | 0.0% |
Q4 2021 | $302,000 | +19.4% | 4,259 | +19.7% | 0.01% | 0.0% |
Q3 2021 | $253,000 | -3.1% | 3,559 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $261,000 | +4.4% | 3,559 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $250,000 | -5.7% | 3,559 | -9.9% | 0.01% | -14.3% |
Q4 2020 | $265,000 | +15.7% | 3,950 | +0.5% | 0.01% | 0.0% |
Q3 2020 | $229,000 | -12.9% | 3,930 | -18.4% | 0.01% | -12.5% |
Q2 2020 | $263,000 | – | 4,819 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,037,369 | $492,717,000 | 31.27% |
AlphaCore Capital LLC | 482,836 | $26,324,000 | 26.24% |
New England Professional Planning Group Inc. | 567,923 | $33,110,000 | 25.57% |
Brightworth | 2,436,841 | $132,857,000 | 18.47% |
Tanglewood Wealth Management, Inc. | 966,639 | $52,701,000 | 14.91% |
ESL Trust Services, LLC | 592,240 | $32,289,000 | 14.64% |
KEMPER Corp | 1,135,946 | $61,932,000 | 13.15% |
AGILIS PARTNERS LLC | 379,815 | $20,708,000 | 12.13% |
Corrigan Financial, Inc. | 357,889 | $19,512,081 | 10.49% |
CAHABA WEALTH MANAGEMENT, INC. | 846,844 | $49,472,000 | 10.21% |