ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,293,047 | -0.3% | 121,571 | +4.1% | 0.94% | -3.3% |
| Q2 2023 | $7,312,113 | +25.8% | 116,770 | +24.5% | 0.97% | +13.1% |
| Q1 2023 | $5,810,550 | -13.8% | 93,794 | -19.5% | 0.86% | -16.4% |
| Q4 2022 | $6,740,468 | -6.1% | 116,456 | -17.4% | 1.03% | -25.7% |
| Q3 2022 | $7,182,000 | -16.1% | 141,052 | -6.0% | 1.39% | -14.2% |
| Q2 2022 | $8,562,000 | -17.2% | 150,134 | -3.4% | 1.62% | -13.1% |
| Q1 2022 | $10,344,000 | -21.5% | 155,369 | -16.3% | 1.86% | -25.9% |
| Q4 2021 | $13,171,000 | +4.2% | 185,665 | +4.2% | 2.51% | -10.5% |
| Q3 2021 | $12,645,000 | -3.9% | 178,099 | -0.8% | 2.81% | -19.5% |
| Q2 2021 | $13,155,000 | -1.1% | 179,470 | -5.2% | 3.49% | -27.7% |
| Q1 2021 | $13,302,000 | +6.3% | 189,267 | +1.6% | 4.82% | -8.4% |
| Q4 2020 | $12,512,000 | +18.4% | 186,216 | +2.8% | 5.27% | -8.0% |
| Q3 2020 | $10,564,000 | +3.3% | 181,077 | -3.5% | 5.73% | -21.4% |
| Q2 2020 | $10,227,000 | – | 187,576 | – | 7.29% | – |
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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% |