ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 25 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,478,000 | +38.0% | 29,263 | +42.6% | 0.05% | +29.7% |
| Q3 2016 | $1,071,000 | +95.4% | 20,516 | +83.4% | 0.04% | +85.0% |
| Q2 2016 | $548,000 | +53.9% | 11,186 | +55.2% | 0.02% | +33.3% |
| Q1 2016 | $356,000 | +34.3% | 7,208 | +34.6% | 0.02% | +25.0% |
| Q4 2015 | $265,000 | +150.0% | 5,356 | +146.7% | 0.01% | +50.0% |
| Q3 2015 | $106,000 | +17.8% | 2,171 | +33.6% | 0.01% | +33.3% |
| Q2 2015 | $90,000 | +181.2% | 1,625 | +184.1% | 0.01% | +200.0% |
| Q1 2015 | $32,000 | +6.7% | 572 | 0.0% | 0.00% | -33.3% |
| Q4 2014 | $30,000 | -6.2% | 572 | 0.0% | 0.00% | -25.0% |
| Q3 2014 | $32,000 | -23.8% | 572 | -17.8% | 0.00% | -33.3% |
| Q2 2014 | $42,000 | +950.0% | 696 | +770.0% | 0.01% | – |
| Q1 2014 | $4,000 | +100.0% | 80 | +100.0% | 0.00% | – |
| Q4 2013 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2013 | $2,000 | -84.6% | 40 | -84.9% | 0.00% | -100.0% |
| Q2 2013 | $13,000 | – | 265 | – | 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% |