ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410,692 | +25.1% | 6,846 | +30.6% | 0.18% | +26.2% |
Q2 2023 | $328,254 | +1.7% | 5,242 | +0.6% | 0.14% | -3.4% |
Q1 2023 | $322,698 | +1.8% | 5,209 | -4.9% | 0.15% | -3.3% |
Q4 2022 | $317,067 | +16.1% | 5,478 | +2.0% | 0.15% | +4.1% |
Q3 2022 | $273,000 | -6.5% | 5,368 | +4.8% | 0.14% | -2.7% |
Q2 2022 | $292,000 | -12.3% | 5,124 | +2.6% | 0.15% | -1.3% |
Q1 2022 | $333,000 | -3.2% | 4,996 | +2.9% | 0.15% | -0.7% |
Q4 2021 | $344,000 | -2.3% | 4,853 | +0.6% | 0.15% | -5.0% |
Q3 2021 | $352,000 | +2.9% | 4,823 | +3.5% | 0.16% | -8.0% |
Q2 2021 | $342,000 | +9.3% | 4,661 | +4.7% | 0.17% | +2.4% |
Q1 2021 | $313,000 | -0.9% | 4,451 | -5.3% | 0.17% | -10.1% |
Q4 2020 | $316,000 | +17.5% | 4,700 | +1.8% | 0.19% | +1.1% |
Q3 2020 | $269,000 | +10.7% | 4,618 | +3.8% | 0.19% | +2.2% |
Q2 2020 | $243,000 | +17.4% | 4,451 | +1.3% | 0.18% | -2.1% |
Q1 2020 | $207,000 | -21.0% | 4,396 | +3.9% | 0.19% | -6.0% |
Q4 2019 | $262,000 | – | 4,231 | – | 0.20% | – |
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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% |