ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,327 | -9.0% | 5,273 | -5.1% | 0.02% | -4.8% |
| Q2 2023 | $347,791 | +1.4% | 5,554 | +0.3% | 0.02% | -4.5% |
| Q1 2023 | $343,017 | +21.7% | 5,537 | +13.7% | 0.02% | +4.8% |
| Q4 2022 | $281,933 | +16.0% | 4,871 | +2.0% | 0.02% | -12.5% |
| Q3 2022 | $243,000 | +1.7% | 4,776 | +14.0% | 0.02% | +4.3% |
| Q2 2022 | $239,000 | -14.3% | 4,191 | +0.2% | 0.02% | +4.5% |
| Q1 2022 | $279,000 | -6.1% | 4,184 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $297,000 | – | 4,184 | – | 0.02% | – |
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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% |