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 | 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% |