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 | $1,729,216 | -42.0% | 28,825 | -39.5% | 0.21% | -40.0% |
| Q2 2023 | $2,981,969 | -0.5% | 47,620 | -1.6% | 0.34% | -5.5% |
| Q1 2023 | $2,997,040 | +5.2% | 48,378 | -1.7% | 0.36% | +2.0% |
| Q4 2022 | $2,848,760 | +12.7% | 49,218 | -0.8% | 0.36% | +2.0% |
| Q3 2022 | $2,527,000 | -9.1% | 49,629 | +1.8% | 0.35% | -44.2% |
| Q2 2022 | $2,781,000 | -14.5% | 48,768 | -0.1% | 0.63% | +62.5% |
| Q1 2022 | $3,252,000 | -7.3% | 48,839 | -1.3% | 0.39% | -8.5% |
| Q4 2021 | $3,509,000 | -0.3% | 49,462 | -0.2% | 0.42% | -10.0% |
| Q3 2021 | $3,519,000 | -42.7% | 49,557 | -40.8% | 0.47% | -65.2% |
| Q2 2021 | $6,138,000 | +4.0% | 83,744 | -0.3% | 1.35% | -6.2% |
| Q1 2021 | $5,901,000 | -1.9% | 83,960 | -6.2% | 1.44% | -7.7% |
| Q4 2020 | $6,013,000 | +9.5% | 89,494 | -4.9% | 1.56% | -9.0% |
| Q3 2020 | $5,490,000 | +3.4% | 94,095 | -3.3% | 1.71% | -6.9% |
| Q2 2020 | $5,307,000 | +12.9% | 97,335 | -2.7% | 1.84% | -9.3% |
| Q1 2020 | $4,701,000 | – | 100,007 | – | 2.03% | – |
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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% |