ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,771,310 | -14.4% | 29,527 | -10.6% | 0.21% | -10.3% |
| Q2 2023 | $2,069,323 | +3.4% | 33,046 | +2.3% | 0.23% | -0.9% |
| Q1 2023 | $2,000,641 | -0.8% | 32,294 | -7.3% | 0.23% | -6.8% |
| Q4 2022 | $2,017,204 | +8.3% | 34,851 | -4.7% | 0.25% | -0.8% |
| Q3 2022 | $1,862,000 | -23.9% | 36,576 | -14.8% | 0.25% | -19.2% |
| Q2 2022 | $2,448,000 | -13.4% | 42,927 | +1.1% | 0.31% | -3.1% |
| Q1 2022 | $2,828,000 | +3.1% | 42,465 | +9.5% | 0.32% | +7.7% |
| Q4 2021 | $2,743,000 | +22.7% | 38,786 | +24.0% | 0.30% | +15.4% |
| Q3 2021 | $2,236,000 | -1.4% | 31,270 | +1.1% | 0.26% | -1.9% |
| Q2 2021 | $2,267,000 | +7.0% | 30,932 | +2.6% | 0.26% | -15.1% |
| Q1 2021 | $2,119,000 | -3.2% | 30,154 | -7.4% | 0.31% | -6.6% |
| Q4 2020 | $2,188,000 | -1.0% | 32,571 | -14.1% | 0.33% | -9.5% |
| Q3 2020 | $2,210,000 | +1.8% | 37,896 | -4.9% | 0.37% | -4.4% |
| Q2 2020 | $2,171,000 | +63.4% | 39,837 | +40.4% | 0.39% | +40.9% |
| Q1 2020 | $1,329,000 | +1.5% | 28,368 | +34.1% | 0.27% | +15.1% |
| Q4 2019 | $1,309,000 | +10.8% | 21,151 | +3.4% | 0.24% | +6.2% |
| Q3 2019 | $1,181,000 | -22.4% | 20,461 | -21.2% | 0.22% | -26.3% |
| Q2 2019 | $1,522,000 | +3.1% | 25,969 | +2.1% | 0.30% | -1.3% |
| Q1 2019 | $1,476,000 | +14.2% | 25,427 | +2.9% | 0.31% | +6.2% |
| Q4 2018 | $1,292,000 | – | 24,699 | – | 0.29% | – |
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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% |