ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,499,321 | -4.1% | 58,332 | +0.1% | 0.45% | +6.1% |
| Q2 2023 | $3,649,602 | -1.2% | 58,282 | -2.2% | 0.42% | -9.8% |
| Q1 2023 | $3,693,088 | +7.0% | 59,614 | 0.0% | 0.47% | +3.5% |
| Q4 2022 | $3,450,459 | +3.3% | 59,614 | -9.2% | 0.45% | -9.7% |
| Q3 2022 | $3,341,000 | -12.9% | 65,620 | -2.5% | 0.50% | -9.7% |
| Q2 2022 | $3,837,000 | -15.5% | 67,272 | -1.4% | 0.56% | -11.7% |
| Q1 2022 | $4,542,000 | -6.1% | 68,216 | +0.0% | 0.63% | -7.5% |
| Q4 2021 | $4,838,000 | -0.3% | 68,205 | -0.2% | 0.68% | -9.2% |
| Q3 2021 | $4,852,000 | +1.7% | 68,338 | +4.9% | 0.75% | -0.8% |
| Q2 2021 | $4,773,000 | +3.2% | 65,120 | -1.0% | 0.76% | -10.2% |
| Q1 2021 | $4,623,000 | +5.6% | 65,786 | +1.0% | 0.84% | +3.9% |
| Q4 2020 | $4,377,000 | +10.6% | 65,140 | -4.0% | 0.81% | -12.8% |
| Q3 2020 | $3,958,000 | +3.4% | 67,839 | -3.4% | 0.93% | -6.3% |
| Q2 2020 | $3,829,000 | +10.3% | 70,236 | -4.9% | 0.99% | -7.9% |
| Q1 2020 | $3,473,000 | -27.2% | 73,886 | -4.1% | 1.08% | +17.4% |
| Q4 2019 | $4,768,000 | – | 77,025 | – | 0.92% | – |
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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% |