ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 699 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $369,063 | +0.3% | 5,463 | +0.7% | 0.04% | -10.3% |
| Q1 2024 | $368,110 | +0.6% | 5,425 | -3.7% | 0.04% | -17.0% |
| Q4 2023 | $365,895 | +5.1% | 5,635 | -2.9% | 0.05% | -4.1% |
| Q3 2023 | $348,209 | -15.3% | 5,804 | -11.6% | 0.05% | -10.9% |
| Q2 2023 | $411,017 | +3.1% | 6,564 | +2.0% | 0.06% | -5.2% |
| Q1 2023 | $398,818 | +6.9% | 6,438 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $373,000 | +19.2% | 6,438 | +4.8% | 0.06% | +13.5% |
| Q3 2022 | $313,000 | -33.1% | 6,141 | -25.2% | 0.05% | -13.3% |
| Q2 2022 | $468,000 | -14.3% | 8,210 | +0.2% | 0.06% | -25.0% |
| Q1 2022 | $546,000 | -10.9% | 8,194 | -5.2% | 0.08% | -8.0% |
| Q4 2021 | $613,000 | -4.7% | 8,642 | -4.5% | 0.09% | -12.1% |
| Q3 2021 | $643,000 | -18.3% | 9,052 | -15.6% | 0.10% | -22.0% |
| Q2 2021 | $787,000 | +2.3% | 10,731 | -1.9% | 0.13% | -7.3% |
| Q1 2021 | $769,000 | +230.0% | 10,942 | +215.2% | 0.14% | +185.4% |
| Q4 2020 | $233,000 | – | 3,471 | – | 0.05% | – |
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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% |