ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,676,645 | -4.3% | 46,293 | +4.3% | 0.14% | -0.7% |
| Q2 2023 | $2,795,945 | +10.6% | 44,373 | +10.9% | 0.14% | -2.0% |
| Q1 2023 | $2,528,465 | +9.9% | 40,014 | +8.6% | 0.15% | +5.0% |
| Q4 2022 | $2,301,637 | +19.4% | 36,856 | +4.4% | 0.14% | +2.2% |
| Q3 2022 | $1,928,000 | -2.4% | 35,302 | +5.8% | 0.14% | -3.5% |
| Q2 2022 | $1,976,000 | -23.1% | 33,367 | -22.3% | 0.14% | -27.0% |
| Q1 2022 | $2,570,000 | -29.6% | 42,921 | -19.6% | 0.20% | -24.3% |
| Q4 2021 | $3,649,000 | -4.3% | 53,356 | +3.2% | 0.26% | -3.0% |
| Q3 2021 | $3,813,000 | -47.7% | 51,705 | -48.7% | 0.27% | -1.5% |
| Q2 2021 | $7,290,000 | +106.4% | 100,878 | +108.9% | 0.27% | -6.9% |
| Q1 2021 | $3,532,000 | +8.9% | 48,301 | +4.5% | 0.29% | -5.2% |
| Q4 2020 | $3,242,000 | +291.1% | 46,220 | +228.6% | 0.31% | +213.3% |
| Q3 2020 | $829,000 | -24.8% | 14,067 | -25.8% | 0.10% | -29.0% |
| Q2 2020 | $1,102,000 | +28.7% | 18,961 | +9.7% | 0.14% | +4.5% |
| Q1 2020 | $856,000 | -24.4% | 17,285 | -4.2% | 0.13% | -5.0% |
| Q4 2019 | $1,132,000 | +236.9% | 18,035 | +217.8% | 0.14% | +195.7% |
| Q3 2019 | $336,000 | +0.9% | 5,675 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $333,000 | -1.8% | 5,675 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $339,000 | -44.0% | 5,675 | -48.4% | 0.05% | -44.4% |
| Q4 2018 | $605,000 | – | 11,000 | – | 0.09% | – |
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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% |