ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,025 | -14.9% | 3,501 | -11.1% | 0.02% | -14.3% |
| Q2 2023 | $246,676 | -2.8% | 3,939 | -3.9% | 0.02% | -4.5% |
| Q1 2023 | $253,852 | +2.5% | 4,098 | -4.2% | 0.02% | -8.3% |
| Q4 2022 | $247,688 | -18.5% | 4,279 | -28.3% | 0.02% | -25.0% |
| Q3 2022 | $304,000 | -18.1% | 5,969 | -8.2% | 0.03% | -17.9% |
| Q2 2022 | $371,000 | -13.3% | 6,504 | +1.2% | 0.04% | 0.0% |
| Q1 2022 | $428,000 | -6.1% | 6,429 | +0.1% | 0.04% | -2.5% |
| Q4 2021 | $456,000 | -1.7% | 6,424 | -1.6% | 0.04% | -11.1% |
| Q3 2021 | $464,000 | -0.4% | 6,530 | +2.7% | 0.04% | -4.3% |
| Q2 2021 | $466,000 | +42.1% | 6,358 | +30.1% | 0.05% | +27.0% |
| Q4 2020 | $328,000 | +27.1% | 4,887 | +17.2% | 0.04% | -19.6% |
| Q4 2019 | $258,000 | +11.7% | 4,171 | +4.5% | 0.05% | +2.2% |
| Q3 2019 | $231,000 | +7.9% | 3,992 | +9.5% | 0.04% | +7.1% |
| Q2 2019 | $214,000 | +1546.2% | 3,645 | +1211.2% | 0.04% | +1300.0% |
| Q3 2015 | $13,000 | -7.1% | 278 | +6.9% | 0.00% | -25.0% |
| Q2 2015 | $14,000 | +180.0% | 260 | +173.7% | 0.00% | +300.0% |
| Q1 2015 | $5,000 | -28.6% | 95 | -24.6% | 0.00% | -50.0% |
| Q4 2014 | $7,000 | +40.0% | 126 | +50.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | – | 84 | – | 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% |