ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Global Beta Advisors LLC | 2,752,873 | $170,403,000 | 35.47% |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,493,805 | $587,667,000 | 30.98% |
New England Professional Planning Group Inc. | 470,353 | $29,103,000 | 23.09% |
AlphaCore Capital LLC | 507,176 | $31,394,000 | 19.04% |
ESL Trust Services, LLC | 652,905 | $40,415,000 | 18.66% |
AGILIS PARTNERS LLC | 542,399 | $33,574,000 | 17.90% |
CAHABA WEALTH MANAGEMENT, INC. | 785,859 | $48,644,000 | 10.78% |
Sequoia Financial Advisors, LLC | 2,714,309 | $168,016,000 | 10.67% |
Pasadena Private Wealth, LLC | 375,626 | $23,251,000 | 10.20% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,699,703 | $105,212,000 | 9.53% |