ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $633,162 | -4.6% | 10,554 | -0.4% | 0.03% | -3.0% |
Q2 2023 | $663,562 | +1.7% | 10,597 | +0.6% | 0.03% | -10.8% |
Q1 2023 | $652,452 | +7.5% | 10,532 | +0.5% | 0.04% | +2.8% |
Q4 2022 | $606,720 | +5.7% | 10,482 | -7.0% | 0.04% | +5.9% |
Q3 2022 | $574,000 | -10.7% | 11,269 | -0.1% | 0.03% | -8.1% |
Q2 2022 | $643,000 | -13.2% | 11,281 | +1.4% | 0.04% | +5.7% |
Q1 2022 | $741,000 | -19.5% | 11,124 | -14.4% | 0.04% | -18.6% |
Q4 2021 | $921,000 | +0.7% | 12,989 | +0.8% | 0.04% | -8.5% |
Q3 2021 | $915,000 | -4.1% | 12,892 | -1.0% | 0.05% | -4.1% |
Q2 2021 | $954,000 | +4.7% | 13,020 | +0.4% | 0.05% | -9.3% |
Q1 2021 | $911,000 | +4.5% | 12,967 | -0.1% | 0.05% | 0.0% |
Q4 2020 | $872,000 | +25.3% | 12,978 | +8.8% | 0.05% | +12.5% |
Q3 2020 | $696,000 | +88.6% | 11,931 | +76.4% | 0.05% | +60.0% |
Q2 2020 | $369,000 | -10.0% | 6,765 | -22.4% | 0.03% | -30.2% |
Q1 2020 | $410,000 | – | 8,713 | – | 0.04% | – |
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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% |