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 | $273,347 | +12.7% | 4,557 | +16.4% | 0.14% | +12.1% |
Q1 2023 | $242,627 | +9.3% | 3,916 | +1.9% | 0.12% | -0.8% |
Q4 2022 | $222,000 | -99.9% | 3,843 | -0.8% | 0.12% | +13.6% |
Q3 2022 | $197,000,000 | -5.3% | 3,875 | +6.3% | 0.11% | +8.9% |
Q2 2022 | $208,000,000 | -12.6% | 3,646 | +2.1% | 0.10% | +7.4% |
Q1 2022 | $238,000,000 | -8.1% | 3,572 | -2.2% | 0.09% | +20.5% |
Q4 2021 | $259,000,000 | +1.2% | 3,651 | +1.1% | 0.08% | -22.0% |
Q3 2021 | $256,000,000 | -0.4% | 3,610 | +2.8% | 0.10% | +3.1% |
Q2 2021 | $257,000,000 | +8.9% | 3,510 | +4.4% | 0.10% | +1.0% |
Q1 2021 | $236,000,000 | +9.8% | 3,363 | +5.3% | 0.10% | -1.0% |
Q4 2020 | $215,000,000 | -38.2% | 3,193 | -49.7% | 0.10% | -51.5% |
Q2 2020 | $348,000,000 | – | 6,348 | – | 0.20% | – |
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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% |