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 | $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 | 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% |