ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,347,914 | +38.1% | 149,280 | +36.6% | 0.07% | +25.9% |
| Q1 2023 | $6,769,896 | +48780.1% | 109,280 | -54.3% | 0.06% | -50.4% |
| Q4 2022 | $13,850 | -99.9% | 239,280 | -29.5% | 0.12% | -32.8% |
| Q3 2022 | $17,276,000 | +53.4% | 339,280 | +71.8% | 0.17% | +45.0% |
| Q2 2022 | $11,260,000 | +181.9% | 197,440 | +229.1% | 0.12% | +207.7% |
| Q1 2022 | $3,995,000 | -11.4% | 60,000 | -5.6% | 0.04% | -17.0% |
| Q4 2021 | $4,508,000 | -40.1% | 63,540 | -40.1% | 0.05% | -46.6% |
| Q3 2021 | $7,526,000 | +99.7% | 106,000 | +106.2% | 0.09% | +109.5% |
| Q2 2021 | $3,768,000 | +4.3% | 51,400 | 0.0% | 0.04% | -4.5% |
| Q1 2021 | $3,612,000 | -48.0% | 51,400 | -50.3% | 0.04% | -55.1% |
| Q4 2020 | $6,947,000 | +43.5% | 103,400 | +24.6% | 0.10% | +3.2% |
| Q3 2020 | $4,842,000 | +160.7% | 83,000 | +176.7% | 0.10% | +187.9% |
| Q4 2019 | $1,857,000 | -62.2% | 30,000 | -64.7% | 0.03% | -62.1% |
| Q3 2019 | $4,910,000 | -3.9% | 85,000 | 0.0% | 0.09% | +26.1% |
| Q2 2018 | $5,111,000 | – | 85,000 | – | 0.07% | – |
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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% |