ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - 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 | 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% |