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 | $199,065 | -3.3% | 3,318 | +0.9% | 0.34% | 0.0% |
| Q2 2023 | $205,913 | -9.2% | 3,288 | -10.2% | 0.34% | -13.1% |
| Q1 2023 | $226,874 | +109501.0% | 3,662 | +2.4% | 0.40% | -1.0% |
| Q4 2022 | $207 | -99.9% | 3,576 | -3.4% | 0.40% | +1.3% |
| Q3 2022 | $188,000 | -6.0% | 3,701 | +5.7% | 0.40% | -10.4% |
| Q2 2022 | $200,000 | -8.7% | 3,500 | +6.6% | 0.44% | +3.0% |
| Q1 2022 | $219,000 | 0.0% | 3,283 | +6.5% | 0.43% | +27.7% |
| Q4 2021 | $219,000 | +2.3% | 3,084 | +2.6% | 0.34% | -3.2% |
| Q3 2021 | $214,000 | -0.9% | 3,007 | +1.9% | 0.35% | -3.9% |
| Q2 2021 | $216,000 | +4.9% | 2,950 | +0.8% | 0.36% | -3.0% |
| Q1 2021 | $206,000 | +9.6% | 2,928 | +4.5% | 0.37% | +9.4% |
| Q4 2020 | $188,000 | -1.6% | 2,802 | -14.6% | 0.34% | -12.1% |
| Q3 2020 | $191,000 | +0.5% | 3,280 | -6.0% | 0.39% | -4.9% |
| Q2 2020 | $190,000 | -31.4% | 3,491 | -40.8% | 0.41% | -39.6% |
| Q1 2020 | $277,000 | -25.5% | 5,897 | -1.9% | 0.67% | -12.2% |
| Q4 2019 | $372,000 | +5.7% | 6,011 | -1.5% | 0.77% | +1.7% |
| Q3 2019 | $352,000 | -12.7% | 6,100 | -11.2% | 0.76% | +14.4% |
| Q2 2019 | $403,000 | +8.9% | 6,866 | +7.7% | 0.66% | +14.2% |
| Q1 2019 | $370,000 | -2.4% | 6,374 | -11.7% | 0.58% | -5.6% |
| Q4 2018 | $379,000 | -8.9% | 7,222 | +4.8% | 0.61% | +1.7% |
| Q3 2018 | $416,000 | +152.1% | 6,890 | +164.0% | 0.60% | +457.4% |
| Q2 2018 | $165,000 | 0.0% | 2,610 | 0.0% | 0.11% | 0.0% |
| Q1 2018 | $165,000 | +511.1% | 2,610 | +501.4% | 0.11% | +500.0% |
| Q4 2017 | $27,000 | – | 434 | – | 0.02% | – |
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% |