ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $820,666 | -4.2% | 13,680 | 0.0% | 0.16% | -10.4% |
Q2 2023 | $856,642 | +102.2% | 13,680 | +100.0% | 0.17% | -11.7% |
Q1 2023 | $423,739 | +7.0% | 6,840 | 0.0% | 0.20% | -7.1% |
Q4 2022 | $395,899 | -14.9% | 6,840 | -25.2% | 0.21% | -24.4% |
Q3 2022 | $465,000 | -10.7% | 9,140 | 0.0% | 0.28% | -10.6% |
Q2 2022 | $521,000 | -20.5% | 9,140 | -7.1% | 0.31% | +7.2% |
Q1 2022 | $655,000 | -6.2% | 9,840 | 0.0% | 0.29% | -9.9% |
Q4 2021 | $698,000 | -0.1% | 9,840 | 0.0% | 0.32% | -11.5% |
Q3 2021 | $699,000 | +2.0% | 9,840 | +5.4% | 0.36% | -1.6% |
Q2 2021 | $685,000 | +12.9% | 9,340 | +8.1% | 0.37% | +9.4% |
Q1 2021 | $607,000 | +90.3% | 8,640 | +81.9% | 0.34% | +58.4% |
Q4 2020 | $319,000 | +222.2% | 4,750 | +179.7% | 0.21% | +157.8% |
Q3 2020 | $99,000 | +6.5% | 1,698 | 0.0% | 0.08% | 0.0% |
Q2 2020 | $93,000 | – | 1,698 | – | 0.08% | – |
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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% |