ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,192 | -4.2% | 820 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $51,349 | +1.1% | 820 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $50,799 | -50.2% | 820 | -49.2% | 0.01% | -75.0% |
| Q1 2018 | $102,000 | 0.0% | 1,615 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $102,000 | +4.1% | 1,615 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $98,000 | +5.4% | 1,615 | 0.0% | 0.02% | +5.6% |
| Q2 2017 | $93,000 | +5.7% | 1,615 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $88,000 | +12.8% | 1,615 | +4.7% | 0.02% | +5.9% |
| Q4 2016 | $78,000 | -3.7% | 1,542 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $81,000 | +8.0% | 1,542 | 0.0% | 0.02% | +5.6% |
| Q2 2016 | $75,000 | – | 1,542 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,037,369 | $492,717,000 | 31.27% |
| AlphaCore Capital LLC | 482,836 | $26,324,000 | 26.24% |
| New England Professional Planning Group Inc. | 567,923 | $33,110,000 | 25.57% |
| Brightworth | 2,436,841 | $132,857,000 | 18.47% |
| Tanglewood Wealth Management, Inc. | 966,639 | $52,701,000 | 14.91% |
| ESL Trust Services, LLC | 592,240 | $32,289,000 | 14.64% |
| KEMPER Corp | 1,135,946 | $61,932,000 | 13.15% |
| AGILIS PARTNERS LLC | 379,815 | $20,708,000 | 12.13% |
| Corrigan Financial, Inc. | 357,889 | $19,512,081 | 10.49% |
| CAHABA WEALTH MANAGEMENT, INC. | 846,844 | $49,472,000 | 10.21% |