ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $549,000 | 0.0% | 9,158 | 0.0% | 0.14% | 0.0% |
| Q3 2023 | $549,000 | -4.2% | 9,158 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $573,000 | +2.5% | 9,158 | +1.6% | 0.15% | -8.1% |
| Q1 2023 | $559,000 | +7.1% | 9,017 | 0.0% | 0.16% | +3.2% |
| Q4 2022 | $522,000 | -99.9% | 9,017 | -3.8% | 0.16% | -3.1% |
| Q3 2022 | $477,000,000 | +3.0% | 9,374 | +15.4% | 0.16% | +7.4% |
| Q2 2022 | $463,000,000 | -13.0% | 8,126 | +1.6% | 0.15% | -2.6% |
| Q1 2022 | $532,000,000 | -6.0% | 7,995 | +0.1% | 0.15% | -3.2% |
| Q4 2021 | $566,000,000 | +1.6% | 7,985 | +1.8% | 0.16% | -4.8% |
| Q3 2021 | $557,000,000 | -3.1% | 7,841 | 0.0% | 0.17% | -4.6% |
| Q2 2021 | $575,000,000 | +5.5% | 7,841 | +1.1% | 0.17% | -1.7% |
| Q1 2021 | $545,000,000 | +4.6% | 7,753 | 0.0% | 0.18% | -8.8% |
| Q4 2020 | $521,000,000 | +16.3% | 7,753 | +1.1% | 0.19% | +2.6% |
| Q3 2020 | $448,000,000 | +7.2% | 7,671 | 0.0% | 0.19% | 0.0% |
| Q2 2020 | $418,000,000 | +22.9% | 7,671 | +1.0% | 0.19% | +2.2% |
| Q1 2020 | $340,000,000 | -27.7% | 7,598 | +0.0% | 0.18% | -11.9% |
| Q4 2019 | $470,000,000 | +8.8% | 7,597 | +1.6% | 0.21% | +1.0% |
| Q3 2019 | $432,000,000 | -2.5% | 7,479 | 0.0% | 0.21% | -4.1% |
| Q2 2019 | $443,000,000 | +2.3% | 7,479 | +1.6% | 0.22% | -3.6% |
| Q1 2019 | $433,000,000 | +11.9% | 7,361 | 0.0% | 0.22% | -2.2% |
| Q4 2018 | $387,000,000 | – | 7,361 | – | 0.23% | – |
Download | ||||||
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% |