ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 699 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,415 | -9.3% | 7,629 | -8.9% | 0.22% | -12.9% |
| Q1 2024 | $568,056 | +120.4% | 8,371 | +110.9% | 0.26% | +104.0% |
| Q4 2023 | $257,707 | +8.2% | 3,969 | 0.0% | 0.12% | -0.8% |
| Q3 2023 | $238,100 | -35.4% | 3,969 | -32.6% | 0.13% | -35.1% |
| Q2 2023 | $368,644 | -0.4% | 5,887 | -1.5% | 0.19% | -3.5% |
| Q1 2023 | $370,089 | +11.0% | 5,974 | +3.7% | 0.20% | +3.1% |
| Q4 2022 | $333,331 | +26.7% | 5,759 | +11.6% | 0.20% | +18.9% |
| Q3 2022 | $263,000 | – | 5,160 | – | 0.16% | – |
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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% |