ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $734,824 | +13.1% | 12,249 | +18.0% | 0.05% | +15.2% |
Q2 2023 | $649,903 | -71.1% | 10,379 | -86.8% | 0.05% | -71.6% |
Q1 2023 | $2,250,757 | +307.9% | 78,918 | +736.6% | 0.16% | +295.1% |
Q4 2022 | $551,736 | +100.6% | 9,433 | +66.8% | 0.04% | +78.3% |
Q3 2022 | $275,000 | -46.6% | 5,656 | -37.3% | 0.02% | -45.2% |
Q2 2022 | $515,000 | -16.5% | 9,027 | -2.6% | 0.04% | +2.4% |
Q1 2022 | $617,000 | -7.9% | 9,270 | -1.7% | 0.04% | -2.4% |
Q4 2021 | $670,000 | +11.9% | 9,435 | +11.8% | 0.04% | +5.0% |
Q3 2021 | $599,000 | -2.1% | 8,438 | +1.0% | 0.04% | -2.4% |
Q2 2021 | $612,000 | +7.4% | 8,354 | +3.1% | 0.04% | +2.5% |
Q1 2021 | $570,000 | +43.6% | 8,100 | +13.2% | 0.04% | +48.1% |
Q4 2020 | $397,000 | -18.1% | 7,155 | -14.1% | 0.03% | -34.1% |
Q3 2020 | $485,000 | -74.9% | 8,329 | -74.2% | 0.04% | -77.6% |
Q2 2020 | $1,932,000 | +657.6% | 32,315 | +495.7% | 0.18% | +408.3% |
Q1 2020 | $255,000 | -24.1% | 5,425 | -0.1% | 0.04% | 0.0% |
Q4 2019 | $336,000 | – | 5,432 | – | 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% |