ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,311 | -1.1% | 6,790 | +3.3% | 0.05% | +4.5% |
| Q2 2023 | $411,683 | +0.4% | 6,574 | -0.7% | 0.04% | -2.2% |
| Q1 2023 | $410,050 | -11.4% | 6,619 | -18.5% | 0.04% | -18.2% |
| Q2 2022 | $463,000 | -3.7% | 8,125 | +12.6% | 0.06% | +14.6% |
| Q1 2022 | $481,000 | +56.7% | 7,218 | +66.8% | 0.05% | +54.8% |
| Q4 2021 | $307,000 | +11.2% | 4,328 | +11.2% | 0.03% | +6.9% |
| Q3 2021 | $276,000 | +1.8% | 3,892 | +5.4% | 0.03% | 0.0% |
| Q2 2021 | $271,000 | +23.2% | 3,691 | +18.1% | 0.03% | +3.6% |
| Q1 2021 | $220,000 | +1471.4% | 3,126 | +1219.0% | 0.03% | +460.0% |
| Q1 2019 | $14,000 | – | 237 | – | 0.01% | – |
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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% |