ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 601 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 | $847,119 | -38.4% | 14,121 | -35.7% | 0.28% | +4.1% |
| Q2 2023 | $1,376,137 | -3.8% | 21,976 | -4.8% | 0.27% | -7.9% |
| Q1 2023 | $1,430,549 | -5.7% | 23,092 | -11.9% | 0.29% | -10.2% |
| Q4 2022 | $1,516,745 | +14.8% | 26,205 | +1.0% | 0.32% | +5.2% |
| Q3 2022 | $1,321,000 | -11.1% | 25,933 | -0.5% | 0.31% | +2.0% |
| Q2 2022 | $1,486,000 | -15.0% | 26,052 | -0.8% | 0.30% | +3.8% |
| Q1 2022 | $1,749,000 | -3.7% | 26,273 | +2.6% | 0.29% | +0.7% |
| Q4 2021 | $1,816,000 | +3.2% | 25,601 | +3.3% | 0.29% | -35.7% |
| Q3 2021 | $1,760,000 | +1.6% | 24,794 | +5.0% | 0.45% | +0.9% |
| Q2 2021 | $1,732,000 | +12.7% | 23,624 | +8.0% | 0.45% | -14.9% |
| Q1 2021 | $1,537,000 | +51.6% | 21,875 | +45.0% | 0.52% | +145.3% |
| Q4 2020 | $1,014,000 | – | 15,089 | – | 0.21% | – |
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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% |