ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,783 | -27.9% | 9,931 | -24.8% | 0.12% | -23.6% |
| Q2 2023 | $826,900 | -1.9% | 13,205 | -2.9% | 0.16% | -5.3% |
| Q1 2023 | $842,853 | +5.9% | 13,605 | -1.0% | 0.17% | -2.3% |
| Q4 2022 | $795,582 | +64.7% | 13,745 | +62.1% | 0.17% | +51.3% |
| Q3 2022 | $483,000 | -32.0% | 8,478 | -31.9% | 0.12% | -27.7% |
| Q2 2022 | $710,000 | +37.9% | 12,454 | +61.0% | 0.16% | +51.4% |
| Q1 2022 | $515,000 | -2.8% | 7,735 | +3.5% | 0.10% | +15.4% |
| Q4 2021 | $530,000 | +23.8% | 7,477 | +24.0% | 0.09% | +16.7% |
| Q3 2021 | $428,000 | +7.3% | 6,030 | +10.9% | 0.08% | +9.9% |
| Q2 2021 | $399,000 | +8.7% | 5,438 | +4.1% | 0.07% | -1.4% |
| Q1 2021 | $367,000 | +9.2% | 5,225 | +4.4% | 0.07% | +2.9% |
| Q4 2020 | $336,000 | +32.3% | 5,007 | +14.8% | 0.07% | +12.9% |
| Q3 2020 | $254,000 | – | 4,362 | – | 0.06% | – |
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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% |