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 | $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 | 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% |