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 | $3,797,214 | +6.2% | 63,297 | +10.8% | 0.26% | +1.2% |
| Q2 2023 | $3,576,918 | -4.9% | 57,121 | -5.9% | 0.25% | -12.5% |
| Q1 2023 | $3,761,507 | -6.4% | 60,718 | -12.6% | 0.29% | -26.1% |
| Q4 2022 | $4,019,736 | +53.1% | 69,449 | +34.7% | 0.39% | +42.7% |
| Q3 2022 | $2,625,000 | -68.8% | 51,569 | -65.0% | 0.27% | -65.5% |
| Q2 2022 | $8,412,000 | +489.9% | 147,514 | +588.4% | 0.79% | +561.7% |
| Q1 2022 | $1,426,000 | -21.6% | 21,430 | -16.3% | 0.12% | -21.6% |
| Q4 2021 | $1,819,000 | +23.7% | 25,614 | +23.7% | 0.15% | -7.8% |
| Q3 2021 | $1,470,000 | -3.3% | 20,711 | -0.2% | 0.17% | -9.3% |
| Q2 2021 | $1,520,000 | +14.1% | 20,746 | +9.4% | 0.18% | -14.1% |
| Q1 2021 | $1,332,000 | +313.7% | 18,966 | +294.6% | 0.21% | +217.9% |
| Q4 2020 | $322,000 | +8.8% | 4,806 | -5.6% | 0.07% | -8.2% |
| Q3 2020 | $296,000 | +12.1% | 5,090 | +5.1% | 0.07% | -3.9% |
| Q2 2020 | $264,000 | – | 4,844 | – | 0.08% | – |
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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% |