ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,193,801 | -11.3% | 19,900 | -7.4% | 0.05% | -19.7% |
| Q2 2023 | $1,346,330 | +10.9% | 21,500 | +9.7% | 0.06% | -17.6% |
| Q1 2023 | $1,214,220 | -4.2% | 19,600 | -10.5% | 0.07% | -18.7% |
| Q4 2022 | $1,267,572 | +14.2% | 21,900 | +0.5% | 0.09% | -30.0% |
| Q3 2022 | $1,110,000 | -10.3% | 21,800 | +0.5% | 0.13% | -10.3% |
| Q2 2022 | $1,238,000 | -15.1% | 21,700 | -0.9% | 0.14% | -27.9% |
| Q1 2022 | $1,458,000 | -17.4% | 21,900 | -12.0% | 0.20% | -31.2% |
| Q4 2021 | $1,766,000 | +1.1% | 24,900 | +1.2% | 0.29% | +49.7% |
| Q3 2021 | $1,747,000 | -3.5% | 24,600 | -0.4% | 0.20% | -8.0% |
| Q2 2021 | $1,811,000 | +7.8% | 24,700 | +3.3% | 0.21% | -1.4% |
| Q1 2021 | $1,680,000 | -4.9% | 23,900 | -9.1% | 0.22% | -57.3% |
| Q4 2020 | $1,767,000 | +16.5% | 26,300 | +1.2% | 0.50% | -14.4% |
| Q3 2020 | $1,517,000 | -47.6% | 26,000 | -54.5% | 0.59% | -4.7% |
| Q2 2020 | $2,895,000 | +107.4% | 57,200 | +92.6% | 0.62% | -0.3% |
| Q1 2020 | $1,396,000 | -31.9% | 29,700 | -10.3% | 0.62% | -31.7% |
| Q4 2019 | $2,049,000 | +7.2% | 33,100 | 0.0% | 0.91% | +9.9% |
| Q3 2019 | $1,912,000 | -1.5% | 33,100 | 0.0% | 0.83% | -19.9% |
| Q2 2019 | $1,941,000 | +0.1% | 33,100 | -0.9% | 1.03% | -3.0% |
| Q1 2019 | $1,940,000 | -0.2% | 33,400 | -9.7% | 1.06% | -6.5% |
| Q4 2018 | $1,944,000 | – | 37,000 | – | 1.14% | – |
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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% |