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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $289,000 | -38.1% | 5,070 | -27.7% | 0.21% | -29.2% |
| Q1 2022 | $467,000 | -26.7% | 7,008 | -21.9% | 0.30% | -24.4% |
| Q4 2021 | $637,000 | -27.9% | 8,976 | -27.9% | 0.39% | -35.0% |
| Q3 2021 | $884,000 | -4.3% | 12,447 | -1.2% | 0.61% | -15.5% |
| Q2 2021 | $924,000 | +61.5% | 12,599 | +54.9% | 0.72% | +38.4% |
| Q1 2021 | $572,000 | +45.2% | 8,136 | +38.8% | 0.52% | +45.1% |
| Q4 2020 | $394,000 | +12.6% | 5,862 | -2.2% | 0.36% | -1.4% |
| Q3 2020 | $350,000 | +7.7% | 5,996 | +0.5% | 0.36% | -6.9% |
| Q2 2020 | $325,000 | +11.7% | 5,967 | -3.5% | 0.39% | +1.0% |
| Q1 2020 | $291,000 | -75.5% | 6,182 | +14276.7% | 0.38% | -57.6% |
| Q4 2019 | $1,187,000 | – | 43 | – | 0.91% | – |
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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% |