ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,836,707 | +1.1% | 147,303 | +5.5% | 1.28% | +4.7% |
| Q2 2023 | $8,743,693 | -1.4% | 139,631 | -2.5% | 1.23% | -3.8% |
| Q1 2023 | $8,871,736 | +7.0% | 143,208 | +0.0% | 1.27% | -6.3% |
| Q4 2022 | $8,287,837 | +10.9% | 143,190 | -2.4% | 1.36% | +6.0% |
| Q3 2022 | $7,472,000 | -4.6% | 146,733 | +6.9% | 1.28% | +2.3% |
| Q2 2022 | $7,829,000 | -38.7% | 137,278 | -28.5% | 1.25% | -62.7% |
| Q1 2022 | $12,778,000 | -19.8% | 191,926 | -14.5% | 3.36% | +49.0% |
| Q4 2021 | $15,923,000 | +34.2% | 224,462 | +34.3% | 2.25% | +23.6% |
| Q3 2021 | $11,866,000 | -18.8% | 167,133 | -16.2% | 1.82% | -17.5% |
| Q2 2021 | $14,620,000 | -28.0% | 199,453 | -31.0% | 2.21% | -30.8% |
| Q1 2021 | $20,309,000 | +21.3% | 288,969 | +15.9% | 3.19% | +13.4% |
| Q4 2020 | $16,747,000 | +63.2% | 249,244 | +41.7% | 2.82% | +41.2% |
| Q3 2020 | $10,259,000 | -6.1% | 175,849 | -12.3% | 1.99% | -20.1% |
| Q2 2020 | $10,929,000 | +243.4% | 200,466 | +196.1% | 2.49% | +166.7% |
| Q1 2020 | $3,183,000 | +91.7% | 67,706 | +152.4% | 0.94% | +167.1% |
| Q4 2019 | $1,660,000 | -73.3% | 26,825 | -75.0% | 0.35% | -76.8% |
| Q3 2019 | $6,207,000 | -22.1% | 107,462 | -20.9% | 1.51% | -24.7% |
| Q2 2019 | $7,966,000 | -36.5% | 135,847 | -37.1% | 2.00% | -37.8% |
| Q1 2019 | $12,546,000 | +9.4% | 216,057 | -1.0% | 3.22% | +7.3% |
| Q4 2018 | $11,467,000 | – | 218,290 | – | 3.01% | – |
Download | ||||||
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% |