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 | $233,352 | -22.3% | 3,890 | -18.9% | 0.16% | -19.9% |
Q2 2023 | $300,441 | +2.9% | 4,798 | +1.8% | 0.20% | -3.0% |
Q1 2023 | $291,993 | -2.8% | 4,713 | -9.2% | 0.20% | -8.6% |
Q4 2022 | $300,418 | -44.7% | 5,190 | -51.3% | 0.22% | -47.5% |
Q3 2022 | $543,000 | -13.4% | 10,659 | -3.0% | 0.42% | -9.5% |
Q2 2022 | $627,000 | -25.2% | 10,991 | -12.7% | 0.46% | -13.2% |
Q1 2022 | $838,000 | -5.3% | 12,587 | +0.9% | 0.54% | -3.1% |
Q4 2021 | $885,000 | +13.0% | 12,476 | +13.1% | 0.55% | +1.1% |
Q3 2021 | $783,000 | +5.2% | 11,030 | +8.7% | 0.55% | +8.1% |
Q2 2021 | $744,000 | +15.9% | 10,150 | +11.2% | 0.51% | +3.9% |
Q1 2021 | $642,000 | +7.2% | 9,130 | +2.4% | 0.49% | -1.0% |
Q4 2020 | $599,000 | +18.6% | 8,913 | +2.9% | 0.49% | +2.1% |
Q3 2020 | $505,000 | +34.0% | 8,664 | +25.4% | 0.48% | +24.5% |
Q2 2020 | $377,000 | +37.1% | 6,908 | +17.9% | 0.39% | +9.9% |
Q1 2020 | $275,000 | -14.1% | 5,857 | +12.8% | 0.35% | +15.8% |
Q4 2019 | $320,000 | +23.1% | 5,193 | +14.5% | 0.30% | +38.2% |
Q3 2019 | $260,000 | +19.8% | 4,534 | +22.0% | 0.22% | +16.4% |
Q2 2019 | $217,000 | +88.7% | 3,716 | +87.4% | 0.19% | +81.7% |
Q1 2019 | $115,000 | +538.9% | 1,983 | +523.6% | 0.10% | +477.8% |
Q4 2018 | $18,000 | +28.6% | 318 | +36.5% | 0.02% | +50.0% |
Q3 2018 | $14,000 | +55.6% | 233 | +59.6% | 0.01% | +50.0% |
Q2 2018 | $9,000 | – | 146 | – | 0.01% | – |
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% |