ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,659,023 | -5.3% | 27,655 | -1.1% | 0.37% | +0.3% |
| Q2 2023 | $1,751,481 | +0.7% | 27,970 | -0.4% | 0.37% | -5.1% |
| Q1 2023 | $1,738,937 | +7.0% | 28,070 | 0.0% | 0.39% | +2.1% |
| Q4 2022 | $1,624,692 | -20.0% | 28,070 | -29.6% | 0.38% | -23.5% |
| Q3 2022 | $2,030,000 | -17.8% | 39,875 | -8.0% | 0.50% | -10.9% |
| Q2 2022 | $2,471,000 | – | 43,325 | – | 0.56% | – |
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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% |