ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 251 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,072,075 | +4.9% | 901,351 | +9.5% | 0.34% | -4.7% |
| Q2 2023 | $51,548,947 | +49.8% | 823,203 | +48.2% | 0.36% | +40.9% |
| Q1 2023 | $34,410,853 | +273.6% | 555,462 | +249.1% | 0.25% | +238.7% |
| Q4 2022 | $9,209,863 | +104.0% | 159,120 | +79.4% | 0.08% | +33.9% |
| Q3 2022 | $4,515,000 | +12.6% | 88,673 | +26.1% | 0.06% | +9.8% |
| Q2 2022 | $4,011,000 | +1.7% | 70,342 | +18.8% | 0.05% | +6.2% |
| Q1 2022 | $3,944,000 | +48.0% | 59,231 | +57.7% | 0.05% | +45.5% |
| Q4 2021 | $2,665,000 | +39.0% | 37,564 | +39.2% | 0.03% | +26.9% |
| Q3 2021 | $1,917,000 | +42.8% | 26,994 | +47.5% | 0.03% | +36.8% |
| Q2 2021 | $1,342,000 | +72.3% | 18,303 | +65.2% | 0.02% | +11.8% |
| Q1 2021 | $779,000 | -1.6% | 11,078 | -6.0% | 0.02% | -5.6% |
| Q4 2020 | $792,000 | -35.4% | 11,789 | -43.9% | 0.02% | -43.8% |
| Q3 2020 | $1,226,000 | -79.8% | 21,010 | -81.1% | 0.03% | -80.2% |
| Q2 2020 | $6,069,000 | +11.3% | 111,318 | -4.1% | 0.16% | -10.0% |
| Q1 2020 | $5,455,000 | -24.6% | 116,041 | -0.8% | 0.18% | -7.2% |
| Q4 2019 | $7,239,000 | +16.0% | 117,012 | +8.3% | 0.19% | +3.2% |
| Q3 2019 | $6,242,000 | -8.7% | 108,067 | -7.4% | 0.19% | -10.5% |
| Q2 2019 | $6,840,000 | +9.5% | 116,649 | +8.3% | 0.21% | +3.4% |
| Q1 2019 | $6,249,000 | +19.9% | 107,664 | +8.5% | 0.20% | +0.5% |
| Q4 2018 | $5,210,000 | +21.7% | 99,211 | +39.8% | 0.20% | +35.6% |
| Q3 2018 | $4,282,000 | +95.2% | 70,986 | +94.9% | 0.15% | +35.5% |
| Q2 2018 | $2,194,000 | -4.7% | 36,423 | -0.6% | 0.11% | +8.9% |
| Q1 2018 | $2,301,000 | +12.9% | 36,643 | +13.0% | 0.10% | +17.4% |
| Q4 2017 | $2,038,000 | +189.9% | 32,434 | +180.7% | 0.09% | +168.8% |
| Q3 2017 | $703,000 | +2.2% | 11,554 | -3.2% | 0.03% | 0.0% |
| Q2 2017 | $688,000 | +1.8% | 11,940 | -3.0% | 0.03% | 0.0% |
| Q1 2017 | $676,000 | +9.7% | 12,312 | +1.2% | 0.03% | 0.0% |
| Q4 2016 | $616,000 | -12.6% | 12,161 | -10.0% | 0.03% | +18.5% |
| Q3 2016 | $705,000 | – | 13,510 | – | 0.03% | – |
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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% |