ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 483 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,350,155 | -0.6% | 93,993 | -0.2% | 2.74% | -2.6% |
| Q1 2024 | $6,391,253 | +4.8% | 94,183 | +0.3% | 2.81% | +0.1% |
| Q4 2023 | $6,099,974 | +26.4% | 93,947 | +16.8% | 2.81% | -2.4% |
| Q3 2023 | $4,825,596 | -2.1% | 80,440 | +2.2% | 2.87% | +1.7% |
| Q2 2023 | $4,927,838 | +3.9% | 78,694 | +2.8% | 2.83% | -0.8% |
| Q1 2023 | $4,742,892 | +2.2% | 76,560 | -4.5% | 2.85% | -4.8% |
| Q4 2022 | $4,640,413 | +16.9% | 80,173 | +2.8% | 2.99% | +5.9% |
| Q3 2022 | $3,971,000 | -12.3% | 77,984 | -1.7% | 2.83% | -16.0% |
| Q2 2022 | $4,526,000 | -12.6% | 79,354 | +2.0% | 3.36% | -10.8% |
| Q1 2022 | $5,178,000 | -3.4% | 77,769 | +2.9% | 3.77% | -0.4% |
| Q4 2021 | $5,363,000 | +1.1% | 75,600 | +1.2% | 3.79% | -4.2% |
| Q3 2021 | $5,305,000 | -6.6% | 74,725 | -3.6% | 3.96% | -12.3% |
| Q2 2021 | $5,679,000 | +4.6% | 77,482 | +0.3% | 4.51% | -6.6% |
| Q1 2021 | $5,431,000 | +3.5% | 77,272 | -1.0% | 4.83% | -6.4% |
| Q4 2020 | $5,246,000 | – | 78,072 | – | 5.16% | – |
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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% |