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 | $695,078 | +26.6% | 11,587 | +32.2% | 0.04% | +20.7% |
| Q2 2023 | $548,962 | +17.1% | 8,767 | +15.8% | 0.03% | +7.4% |
| Q1 2023 | $468,943 | +75.8% | 7,570 | +64.2% | 0.03% | +58.8% |
| Q4 2022 | $266,809 | -15.3% | 4,610 | -25.5% | 0.02% | -29.2% |
| Q3 2022 | $315,000 | +43.2% | 6,187 | +60.7% | 0.02% | +26.3% |
| Q2 2022 | $220,000 | -27.9% | 3,850 | -15.9% | 0.02% | -17.4% |
| Q1 2022 | $305,000 | +32.6% | 4,579 | +41.2% | 0.02% | +35.3% |
| Q4 2021 | $230,000 | -11.2% | 3,242 | -11.1% | 0.02% | -19.0% |
| Q3 2021 | $259,000 | +9.3% | 3,647 | +12.7% | 0.02% | +40.0% |
| Q2 2021 | $237,000 | -36.8% | 3,237 | -46.6% | 0.02% | -65.9% |
| Q4 2019 | $375,000 | +22.1% | 6,065 | +14.2% | 0.04% | +4.8% |
| Q3 2019 | $307,000 | +4.1% | 5,312 | +5.5% | 0.04% | -2.3% |
| Q2 2019 | $295,000 | +19.0% | 5,036 | +17.9% | 0.04% | +4.9% |
| Q1 2019 | $248,000 | +14.3% | 4,271 | +3.6% | 0.04% | -2.4% |
| Q4 2018 | $217,000 | – | 4,123 | – | 0.04% | – |
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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% |