ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,754,514 | +1.4% | 91,896 | +0.4% | 0.87% | -4.6% |
| Q1 2023 | $5,672,359 | +8.6% | 91,563 | +1.5% | 0.91% | +5.1% |
| Q4 2022 | $5,222,715 | +18.3% | 90,233 | +4.1% | 0.87% | +12.5% |
| Q3 2022 | $4,415,000 | -28.8% | 86,705 | -6.9% | 0.77% | -13.2% |
| Q1 2022 | $6,198,000 | -4.7% | 93,094 | +1.6% | 0.89% | +1.0% |
| Q4 2021 | $6,501,000 | -0.9% | 91,637 | -0.8% | 0.88% | -7.7% |
| Q3 2021 | $6,558,000 | -0.7% | 92,367 | +2.5% | 0.95% | 0.0% |
| Q2 2021 | $6,605,000 | +23.9% | 90,112 | +18.8% | 0.95% | +13.9% |
| Q1 2021 | $5,332,000 | +43.3% | 75,870 | +37.0% | 0.84% | +21.5% |
| Q4 2020 | $3,721,000 | +46.3% | 55,384 | +27.1% | 0.69% | +22.6% |
| Q3 2020 | $2,543,000 | +24.0% | 43,590 | +15.9% | 0.56% | +18.9% |
| Q2 2020 | $2,051,000 | +83.3% | 37,616 | +58.0% | 0.47% | +54.2% |
| Q1 2020 | $1,119,000 | +5789.5% | 23,807 | +7363.0% | 0.31% | +10100.0% |
| Q3 2018 | $19,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | – | 319 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Beta Advisors LLC | 2,752,873 | $170,403,000 | 35.47% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,493,805 | $587,667,000 | 30.98% |
| New England Professional Planning Group Inc. | 470,353 | $29,103,000 | 23.09% |
| AlphaCore Capital LLC | 507,176 | $31,394,000 | 19.04% |
| ESL Trust Services, LLC | 652,905 | $40,415,000 | 18.66% |
| AGILIS PARTNERS LLC | 542,399 | $33,574,000 | 17.90% |
| CAHABA WEALTH MANAGEMENT, INC. | 785,859 | $48,644,000 | 10.78% |
| Sequoia Financial Advisors, LLC | 2,714,309 | $168,016,000 | 10.67% |
| Pasadena Private Wealth, LLC | 375,626 | $23,251,000 | 10.20% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,699,703 | $105,212,000 | 9.53% |