ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,250 | -4.3% | 54,181 | -0.1% | 0.93% | -47.2% |
| Q2 2023 | $3,396 | +0.4% | 54,238 | -0.7% | 1.76% | +105.5% |
| Q1 2023 | $3,383 | -80.4% | 54,613 | -81.6% | 0.86% | -64.9% |
| Q4 2022 | $17,224 | -87.9% | 297,564 | +14645.5% | 2.44% | +6860.0% |
| Q1 2021 | $142,000 | -97.3% | 2,018 | -97.7% | 0.04% | -97.6% |
| Q4 2019 | $5,324,000 | +31.0% | 86,016 | +22.2% | 1.48% | +19.9% |
| Q3 2019 | $4,065,000 | -3.9% | 70,372 | -2.4% | 1.24% | -6.0% |
| Q2 2019 | $4,228,000 | -12.2% | 72,106 | -13.1% | 1.32% | -16.8% |
| Q1 2019 | $4,816,000 | -18.2% | 82,931 | -26.0% | 1.58% | -26.9% |
| Q4 2018 | $5,889,000 | – | 112,099 | – | 2.16% | – |
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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% |