ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,501 | -28.5% | 5,876 | -25.4% | 0.10% | -25.7% |
Q2 2023 | $493,195 | +22.9% | 7,876 | +21.6% | 0.14% | +14.3% |
Q1 2023 | $401,188 | +36.0% | 6,476 | +27.1% | 0.12% | +32.2% |
Q4 2022 | $295,014 | +17.5% | 5,097 | +3.3% | 0.09% | +16.9% |
Q3 2022 | $251,000 | -15.5% | 4,932 | -5.2% | 0.08% | -11.5% |
Q2 2022 | $297,000 | -19.5% | 5,202 | -6.0% | 0.09% | -1.1% |
Q1 2022 | $369,000 | -10.7% | 5,535 | -5.0% | 0.09% | -4.3% |
Q4 2021 | $413,000 | +29.9% | 5,824 | +29.9% | 0.09% | +17.9% |
Q3 2021 | $318,000 | -3.0% | 4,485 | +0.2% | 0.08% | -1.3% |
Q2 2021 | $328,000 | – | 4,478 | – | 0.08% | – |
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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% |