ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,514,008 | -2.4% | 25,238 | +1.9% | 0.03% | 0.0% |
| Q2 2023 | $1,550,949 | +161457.2% | 24,768 | +59.9% | 0.03% | +35.0% |
| Q1 2023 | $960 | -63.7% | 15,491 | -66.1% | 0.02% | -72.2% |
| Q4 2022 | $2,648 | -99.9% | 45,750 | +11.7% | 0.07% | +7.5% |
| Q3 2022 | $2,085,000 | +24.7% | 40,950 | +39.7% | 0.07% | +28.8% |
| Q2 2022 | $1,672,000 | +83.9% | 29,320 | +114.9% | 0.05% | +85.7% |
| Q1 2022 | $909,000 | -20.6% | 13,646 | -15.4% | 0.03% | -17.6% |
| Q4 2021 | $1,145,000 | -35.5% | 16,138 | -35.5% | 0.03% | -41.4% |
| Q3 2021 | $1,776,000 | +11.8% | 25,011 | +15.4% | 0.06% | +3.6% |
| Q2 2021 | $1,588,000 | +3.1% | 21,671 | -1.1% | 0.06% | -11.1% |
| Q1 2021 | $1,540,000 | +13.2% | 21,916 | +8.3% | 0.06% | -1.6% |
| Q4 2020 | $1,360,000 | +18.7% | 20,243 | +3.1% | 0.06% | -9.9% |
| Q3 2020 | $1,146,000 | +16.0% | 19,642 | +8.4% | 0.07% | 0.0% |
| Q2 2020 | $988,000 | -9.4% | 18,124 | -21.8% | 0.07% | -29.7% |
| Q1 2020 | $1,090,000 | -7.6% | 23,190 | +21.7% | 0.10% | +1.0% |
| Q4 2019 | $1,180,000 | +10.6% | 19,062 | +3.2% | 0.10% | -16.7% |
| Q3 2019 | $1,067,000 | +49.6% | 18,468 | -0.5% | 0.12% | +29.0% |
| Q2 2019 | $713,000 | +30.6% | 18,568 | +97.5% | 0.09% | +1.1% |
| Q1 2019 | $546,000 | – | 9,403 | – | 0.09% | – |
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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% |