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 | $757,939 | +75.2% | 12,634 | +82.9% | 0.10% | +69.4% |
| Q2 2023 | $432,543 | +53.6% | 6,907 | +51.5% | 0.06% | +37.8% |
| Q1 2023 | $281,517 | -25.9% | 4,558 | -13.4% | 0.04% | -33.8% |
| Q3 2021 | $380,000 | 0.0% | 5,265 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $380,000 | -4.5% | 5,265 | -27.9% | 0.07% | -50.4% |
| Q2 2020 | $398,000 | -12.3% | 7,303 | -24.4% | 0.14% | +621.1% |
| Q1 2020 | $454,000 | -15.5% | 9,665 | +11.5% | 0.02% | -66.7% |
| Q4 2019 | $537,000 | -9.9% | 8,669 | -15.9% | 0.06% | -14.9% |
| Q3 2019 | $596,000 | -6.7% | 10,314 | -5.3% | 0.07% | -75.9% |
| Q2 2019 | $639,000 | -11.9% | 10,892 | -12.8% | 0.28% | -23.2% |
| Q1 2019 | $725,000 | +14.5% | 12,487 | +3.6% | 0.36% | -1.9% |
| Q4 2018 | $633,000 | -11.1% | 12,055 | +2.1% | 0.37% | -3.1% |
| Q3 2018 | $712,000 | +5.0% | 11,807 | +4.7% | 0.38% | -6.2% |
| Q2 2018 | $678,000 | +21.3% | 11,277 | +27.1% | 0.41% | -20.5% |
| Q1 2018 | $559,000 | – | 8,872 | – | 0.51% | – |
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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% |