ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,936,401 | -2.5% | 32,279 | +1.7% | 0.45% | -4.1% |
| Q2 2023 | $1,986,688 | +2.6% | 31,726 | +1.5% | 0.46% | -5.5% |
| Q1 2023 | $1,936,556 | +8.2% | 31,260 | +1.1% | 0.49% | -3.9% |
| Q4 2022 | $1,790,020 | +11.3% | 30,926 | -2.0% | 0.51% | -4.7% |
| Q3 2022 | $1,608,000 | -24.3% | 31,570 | -15.2% | 0.54% | -23.0% |
| Q2 2022 | $2,123,000 | -18.3% | 37,219 | -4.7% | 0.70% | -7.1% |
| Q1 2022 | $2,599,000 | +13.7% | 39,041 | +21.1% | 0.75% | +14.0% |
| Q4 2021 | $2,286,000 | – | 32,231 | – | 0.66% | – |
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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% |