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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,378,000 | -14.5% | 111,830 | -0.2% | 1.29% | +6.0% |
| Q1 2022 | $7,457,000 | -5.8% | 112,002 | +0.4% | 1.22% | -0.7% |
| Q4 2021 | $7,914,000 | +0.4% | 111,562 | +0.4% | 1.23% | -5.5% |
| Q3 2021 | $7,886,000 | +46.6% | 111,067 | +51.3% | 1.30% | +48.2% |
| Q2 2021 | $5,381,000 | +15.9% | 73,415 | +11.1% | 0.88% | +5.5% |
| Q1 2021 | $4,642,000 | – | 66,056 | – | 0.83% | – |
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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% |