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 | $2,483,644 | +4.9% | 41,401 | +9.5% | 0.81% | -8.9% |
| Q2 2023 | $2,368,506 | +0.4% | 37,823 | -0.7% | 0.89% | -3.0% |
| Q1 2023 | $2,360,224 | +6.4% | 38,099 | -0.6% | 0.92% | -1.9% |
| Q4 2022 | $2,218,127 | +1.8% | 38,323 | -10.4% | 0.94% | -8.1% |
| Q3 2022 | $2,179,000 | -11.0% | 42,792 | -0.3% | 1.02% | -4.6% |
| Q2 2022 | $2,448,000 | -19.1% | 42,924 | -5.5% | 1.07% | -7.1% |
| Q1 2022 | $3,025,000 | -6.6% | 45,438 | -0.5% | 1.15% | -2.9% |
| Q4 2021 | $3,240,000 | +0.5% | 45,675 | +0.6% | 1.19% | -12.2% |
| Q3 2021 | $3,223,000 | +6.2% | 45,398 | +8.5% | 1.35% | +3.1% |
| Q2 2021 | $3,034,000 | +6.4% | 41,850 | +3.2% | 1.31% | +14.6% |
| Q1 2021 | $2,851,000 | +0.4% | 40,570 | -4.0% | 1.14% | -11.5% |
| Q4 2020 | $2,840,000 | +7.7% | 42,268 | -6.5% | 1.29% | -21.6% |
| Q3 2020 | $2,636,000 | +3.8% | 45,190 | -3.0% | 1.65% | -0.2% |
| Q2 2020 | $2,539,000 | +14.7% | 46,567 | -1.1% | 1.65% | -3.7% |
| Q1 2020 | $2,214,000 | +23.3% | 47,088 | +62.3% | 1.72% | +58.4% |
| Q4 2019 | $1,796,000 | +8.3% | 29,010 | +1.1% | 1.08% | -1.7% |
| Q3 2019 | $1,658,000 | -17.2% | 28,708 | -15.9% | 1.10% | -18.1% |
| Q2 2019 | $2,002,000 | +38.5% | 34,138 | +37.1% | 1.35% | +28.8% |
| Q1 2019 | $1,446,000 | +3.4% | 24,894 | -6.5% | 1.05% | -9.4% |
| Q4 2018 | $1,399,000 | – | 26,631 | – | 1.15% | – |
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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% |