ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,411 | -45.1% | 4,891 | -42.7% | 0.17% | -44.2% |
| Q2 2023 | $534,173 | -0.4% | 8,530 | -1.5% | 0.31% | -10.9% |
| Q1 2023 | $536,549 | -9.8% | 8,661 | -15.8% | 0.35% | -17.1% |
| Q4 2022 | $595,122 | +23.2% | 10,282 | +8.4% | 0.42% | +15.3% |
| Q3 2022 | $483,000 | -99.9% | 9,484 | +4.3% | 0.37% | -8.5% |
| Q2 2022 | $518,691,000 | +80442.1% | 9,095 | -5.8% | 0.40% | -9.5% |
| Q1 2022 | $644,000 | +1688.9% | 9,658 | +1782.7% | 0.44% | +1537.0% |
| Q4 2021 | $36,000 | – | 513 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 10,112,766 | $587,248,000 | 35.23% |
| Disciplina Capital Management LLC | 927,721 | $53,872,758 | 34.73% |
| AGILIS PARTNERS LLC | 373,238 | $21,674,000 | 18.45% |
| Financial Advisors, LLC | 380,710 | $22,108,000 | 15.10% |
| Sequoia Financial Advisors, LLC | 2,755,366 | $160,004,000 | 13.14% |
| American Financial Network Advisory Services LLC | 304,633 | $17,568,000 | 12.99% |
| KEMPER Corp | 1,311,432 | $76,155,000 | 11.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2,048,617 | $118,963,000 | 11.13% |
| CAHABA WEALTH MANAGEMENT, INC. | 641,177 | $37,233,000 | 10.06% |
| BIEGEL & WALLER LLC | 289,945 | $16,837,000 | 8.66% |