ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,975 | -5.3% | 132,939 | -1.1% | 1.46% | -3.4% |
| Q2 2023 | $8,418 | -0.4% | 134,437 | -1.1% | 1.51% | -7.8% |
| Q1 2023 | $8,449 | +0.4% | 135,903 | -2.7% | 1.64% | -5.8% |
| Q4 2022 | $8,414 | -99.9% | 139,700 | -6.1% | 1.74% | -9.3% |
| Q3 2022 | $7,697,000 | -11.1% | 148,795 | -3.9% | 1.92% | -13.3% |
| Q2 2022 | $8,657,000 | -25.0% | 154,774 | -11.5% | 2.21% | +3.6% |
| Q1 2022 | $11,545,000 | -9.4% | 174,821 | -2.0% | 2.14% | -8.6% |
| Q4 2021 | $12,740,000 | +7.6% | 178,354 | +7.2% | 2.34% | -5.7% |
| Q3 2021 | $11,836,000 | -2.5% | 166,383 | +0.4% | 2.48% | -5.6% |
| Q2 2021 | $12,144,000 | +11.0% | 165,672 | +6.4% | 2.62% | +0.6% |
| Q1 2021 | $10,942,000 | +9.7% | 155,690 | +4.8% | 2.61% | +2.6% |
| Q4 2020 | $9,977,000 | +23.3% | 148,495 | +8.4% | 2.54% | +8.1% |
| Q3 2020 | $8,090,000 | +9.3% | 137,033 | +0.9% | 2.35% | -0.0% |
| Q2 2020 | $7,401,000 | +21.7% | 135,749 | +4.9% | 2.35% | -4.0% |
| Q1 2020 | $6,081,000 | +46.6% | 129,353 | +93.1% | 2.45% | +60.6% |
| Q4 2019 | $4,147,000 | +27.2% | 67,003 | +15.8% | 1.53% | +7.4% |
| Q3 2019 | $3,260,000 | -2.3% | 57,853 | +2.4% | 1.42% | -2.9% |
| Q2 2019 | $3,337,000 | +3.0% | 56,501 | +1.2% | 1.46% | -19.5% |
| Q1 2019 | $3,241,000 | +16.0% | 55,820 | +4.9% | 1.82% | -4.9% |
| Q4 2018 | $2,795,000 | +231.9% | 53,213 | +298.5% | 1.91% | +164.1% |
| Q4 2017 | $842,000 | – | 13,353 | – | 0.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,037,369 | $492,717,000 | 31.27% |
| AlphaCore Capital LLC | 482,836 | $26,324,000 | 26.24% |
| New England Professional Planning Group Inc. | 567,923 | $33,110,000 | 25.57% |
| Brightworth | 2,436,841 | $132,857,000 | 18.47% |
| Tanglewood Wealth Management, Inc. | 966,639 | $52,701,000 | 14.91% |
| ESL Trust Services, LLC | 592,240 | $32,289,000 | 14.64% |
| KEMPER Corp | 1,135,946 | $61,932,000 | 13.15% |
| AGILIS PARTNERS LLC | 379,815 | $20,708,000 | 12.13% |
| Corrigan Financial, Inc. | 357,889 | $19,512,081 | 10.49% |
| CAHABA WEALTH MANAGEMENT, INC. | 846,844 | $49,472,000 | 10.21% |