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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,209 | +1.1% | 1,217 | 0.0% | 0.04% | +28.1% |
| Q1 2023 | $75,393 | +7.0% | 1,217 | 0.0% | 0.03% | -5.9% |
| Q4 2022 | $70,440 | +25.8% | 1,217 | +10.9% | 0.03% | +30.8% |
| Q3 2022 | $56,000 | -11.1% | 1,097 | 0.0% | 0.03% | -7.1% |
| Q2 2022 | $63,000 | -37.0% | 1,097 | -26.9% | 0.03% | +33.3% |
| Q1 2022 | $100,000 | +88.7% | 1,500 | +100.0% | 0.02% | -8.7% |
| Q4 2021 | $53,000 | 0.0% | 750 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $53,000 | -3.6% | 750 | 0.0% | 0.03% | -7.1% |
| Q2 2021 | $55,000 | – | 750 | – | 0.03% | – |
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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% |