ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,593,921 | +12.4% | 27,538 | -1.1% | 0.47% | +5.8% |
| Q3 2022 | $1,418,000 | -11.8% | 27,842 | -1.2% | 0.45% | -10.1% |
| Q2 2022 | $1,607,000 | -16.2% | 28,184 | -2.1% | 0.50% | -6.8% |
| Q1 2022 | $1,917,000 | -6.8% | 28,787 | -0.7% | 0.53% | -14.3% |
| Q4 2021 | $2,057,000 | +0.7% | 29,003 | +0.8% | 0.62% | -6.3% |
| Q3 2021 | $2,043,000 | -21.5% | 28,779 | -18.9% | 0.66% | -6.6% |
| Q2 2021 | $2,602,000 | +4.3% | 35,495 | +0.0% | 0.71% | +1.6% |
| Q1 2021 | $2,494,000 | +4.0% | 35,492 | -0.6% | 0.70% | -2.5% |
| Q4 2020 | $2,399,000 | +14.5% | 35,702 | -0.6% | 0.72% | +7.6% |
| Q3 2020 | $2,096,000 | +6.0% | 35,919 | -1.0% | 0.67% | -3.5% |
| Q2 2020 | $1,978,000 | -3.4% | 36,278 | -16.7% | 0.69% | -18.9% |
| Q1 2020 | $2,047,000 | -26.5% | 43,538 | -3.2% | 0.85% | -14.8% |
| Q4 2019 | $2,784,000 | +6.5% | 44,984 | -0.6% | 1.00% | 0.0% |
| Q3 2019 | $2,615,000 | -2.2% | 45,278 | 0.0% | 1.00% | -8.3% |
| Q2 2019 | $2,674,000 | -0.7% | 45,278 | -2.3% | 1.09% | -6.2% |
| Q1 2019 | $2,692,000 | +11.8% | 46,358 | +1.2% | 1.16% | -2.9% |
| Q4 2018 | $2,407,000 | – | 45,814 | – | 1.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 10,112,766 | $587,248,000 | 35.23% |
| Disciplina Capital Management LLC | 927,721 | $53,872,758 | 34.73% |
| AGILIS PARTNERS LLC | 373,238 | $21,674,000 | 18.45% |
| Financial Advisors, LLC | 380,710 | $22,108,000 | 15.10% |
| Sequoia Financial Advisors, LLC | 2,755,366 | $160,004,000 | 13.14% |
| American Financial Network Advisory Services LLC | 304,633 | $17,568,000 | 12.99% |
| KEMPER Corp | 1,311,432 | $76,155,000 | 11.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2,048,617 | $118,963,000 | 11.13% |
| CAHABA WEALTH MANAGEMENT, INC. | 641,177 | $37,233,000 | 10.06% |
| BIEGEL & WALLER LLC | 289,945 | $16,837,000 | 8.66% |