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 | $795,287 | +11.9% | 13,257 | +16.8% | 0.02% | +15.8% |
| Q2 2023 | $710,737 | +46.2% | 11,350 | +44.7% | 0.02% | +18.8% |
| Q1 2023 | $486,060 | +12.1% | 7,846 | +4.7% | 0.02% | 0.0% |
| Q4 2022 | $433,606 | +23.2% | 7,491 | +8.5% | 0.02% | +14.3% |
| Q3 2022 | $352,000 | -8.3% | 6,907 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $384,000 | -4.5% | 6,729 | +11.4% | 0.01% | +7.7% |
| Q1 2022 | $402,000 | -1.0% | 6,040 | +5.5% | 0.01% | +8.3% |
| Q4 2021 | $406,000 | +0.2% | 5,725 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $405,000 | +1.2% | 5,710 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $400,000 | +22.0% | 5,452 | +16.6% | 0.01% | 0.0% |
| Q1 2021 | $328,000 | -45.3% | 4,674 | -47.6% | 0.01% | 0.0% |
| Q4 2020 | $600,000 | +78.0% | 8,926 | +53.1% | 0.01% | -41.7% |
| Q3 2019 | $337,000 | – | 5,830 | – | 0.02% | – |
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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% |