ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,672,497 | +0.9% | 527,963 | +5.4% | 5.00% | -0.7% |
| Q2 2023 | $31,380,720 | +1.4% | 501,129 | +0.3% | 5.03% | -38.6% |
| Q1 2023 | $30,948,854 | +8.1% | 499,578 | +1.0% | 8.20% | -26.2% |
| Q4 2022 | $28,625,056 | +10.5% | 494,559 | -2.8% | 11.11% | -5.7% |
| Q3 2022 | $25,906,000 | -5.9% | 508,764 | +5.4% | 11.78% | -7.8% |
| Q2 2022 | $27,538,000 | -34.3% | 482,864 | -23.3% | 12.78% | -21.4% |
| Q1 2022 | $41,909,000 | -0.0% | 629,455 | +6.5% | 16.26% | -11.0% |
| Q4 2021 | $41,924,000 | +5.8% | 590,975 | +5.9% | 18.28% | -9.0% |
| Q3 2021 | $39,610,000 | -5.0% | 557,890 | -1.9% | 20.08% | -9.9% |
| Q2 2021 | $41,705,000 | +26.5% | 568,957 | +15.9% | 22.28% | -9.3% |
| Q4 2020 | $32,975,000 | +20.6% | 490,775 | +4.7% | 24.57% | -0.8% |
| Q3 2020 | $27,339,000 | +3.9% | 468,610 | -2.9% | 24.78% | -5.6% |
| Q2 2020 | $26,324,000 | -10.2% | 482,836 | -22.6% | 26.24% | +13.8% |
| Q1 2020 | $29,316,000 | -6.6% | 623,610 | +23.0% | 23.06% | +21.1% |
| Q4 2019 | $31,394,000 | – | 507,176 | – | 19.04% | – |
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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% |