ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,225,000 | -13.4% | 43,694 | -3.0% | 0.23% | -11.1% |
| Q2 2022 | $2,568,000 | -16.1% | 45,037 | -2.0% | 0.26% | -2.6% |
| Q1 2022 | $3,060,000 | +11.0% | 45,957 | +18.3% | 0.27% | +16.0% |
| Q4 2021 | $2,756,000 | +28.5% | 38,856 | +28.7% | 0.23% | +16.1% |
| Q3 2021 | $2,144,000 | +6.5% | 30,193 | +10.0% | 0.20% | +3.6% |
| Q2 2021 | $2,013,000 | +7.8% | 27,456 | +3.3% | 0.19% | +3.2% |
| Q1 2021 | $1,868,000 | +14.7% | 26,581 | +9.7% | 0.19% | -1.6% |
| Q4 2020 | $1,628,000 | +15.2% | 24,225 | 0.0% | 0.19% | +0.5% |
| Q3 2020 | $1,413,000 | -3.9% | 24,225 | -10.2% | 0.19% | -8.7% |
| Q2 2020 | $1,471,000 | -11.8% | 26,985 | -23.9% | 0.21% | -26.7% |
| Q1 2020 | $1,667,000 | -22.6% | 35,465 | +1.9% | 0.28% | -2.4% |
| Q4 2019 | $2,155,000 | +7.2% | 34,820 | 0.0% | 0.29% | -2.7% |
| Q3 2019 | $2,011,000 | +108.8% | 34,820 | +111.9% | 0.30% | +98.7% |
| Q2 2019 | $963,000 | +0.9% | 16,430 | 0.0% | 0.15% | 0.0% |
| Q1 2019 | $954,000 | +10.5% | 16,430 | 0.0% | 0.15% | -2.0% |
| Q4 2018 | $863,000 | -47.6% | 16,430 | -39.8% | 0.15% | -40.4% |
| Q3 2018 | $1,647,000 | +1.2% | 27,310 | +0.9% | 0.26% | -9.9% |
| Q2 2018 | $1,628,000 | +2.5% | 27,070 | +7.4% | 0.28% | -3.1% |
| Q1 2018 | $1,588,000 | – | 25,195 | – | 0.29% | – |
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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% |