ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,939 | +16.7% | 9,367 | +21.8% | 0.18% | +52.1% |
| Q2 2023 | $481,686 | -3.5% | 7,692 | -4.5% | 0.12% | -9.3% |
| Q1 2023 | $499,021 | -13.6% | 8,055 | -20.5% | 0.13% | -22.8% |
| Q4 2022 | $577,732 | +11.7% | 10,130 | +0.1% | 0.17% | +9.2% |
| Q3 2022 | $517,000 | -10.7% | 10,120 | -0.1% | 0.15% | -8.9% |
| Q2 2022 | $579,000 | +121.8% | 10,130 | +158.6% | 0.17% | +162.5% |
| Q1 2022 | $261,000 | -0.4% | 3,918 | +5.7% | 0.06% | +4.9% |
| Q4 2021 | $262,000 | +8.3% | 3,705 | +8.3% | 0.06% | 0.0% |
| Q3 2021 | $242,000 | -0.4% | 3,420 | +4.9% | 0.06% | 0.0% |
| Q2 2021 | $243,000 | +10.5% | 3,259 | +4.4% | 0.06% | +1.7% |
| Q1 2021 | $220,000 | +1.4% | 3,121 | -3.9% | 0.06% | -6.2% |
| Q4 2020 | $217,000 | -6.9% | 3,246 | -1.3% | 0.06% | +1500.0% |
| Q3 2020 | $233,000 | – | 3,288 | – | 0.00% | – |
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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% |