ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,700,063 | -6.0% | 61,678 | -1.9% | 1.67% | -4.0% |
| Q2 2023 | $3,936,168 | -32.7% | 62,858 | -33.4% | 1.74% | -30.2% |
| Q1 2023 | $5,850,496 | +6.3% | 94,439 | -0.7% | 2.50% | +2.4% |
| Q4 2022 | $5,502,941 | +79.8% | 95,075 | +58.2% | 2.44% | +65.5% |
| Q3 2022 | $3,060,000 | -26.3% | 60,088 | -17.4% | 1.47% | -22.8% |
| Q2 2022 | $4,151,000 | +3.3% | 72,779 | +20.6% | 1.91% | +14.9% |
| Q1 2022 | $4,018,000 | +79.9% | 60,348 | +91.7% | 1.66% | +92.5% |
| Q4 2021 | $2,233,000 | +15.2% | 31,476 | +15.3% | 0.86% | +9.4% |
| Q3 2021 | $1,938,000 | -5.0% | 27,291 | -2.0% | 0.79% | -5.9% |
| Q2 2021 | $2,041,000 | -1.7% | 27,849 | -5.7% | 0.84% | -9.2% |
| Q1 2021 | $2,077,000 | +1.5% | 29,547 | -3.0% | 0.92% | -3.6% |
| Q4 2020 | $2,047,000 | – | 30,464 | – | 0.96% | – |
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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% |