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 | $5,771,265 | -2.9% | 96,204 | +1.4% | 2.92% | +5.2% |
| Q2 2023 | $5,940,847 | +4.5% | 94,871 | +3.3% | 2.78% | -3.2% |
| Q1 2023 | $5,686,796 | +7.8% | 91,797 | +0.7% | 2.87% | -6.8% |
| Q4 2022 | $5,274,676 | -9.2% | 91,131 | -20.1% | 3.08% | -19.0% |
| Q3 2022 | $5,806,000 | -11.5% | 114,031 | -0.8% | 3.80% | -8.8% |
| Q2 2022 | $6,558,000 | -4.3% | 114,986 | +11.7% | 4.16% | +8.7% |
| Q1 2022 | $6,855,000 | -12.3% | 102,961 | -6.5% | 3.83% | -2.4% |
| Q4 2021 | $7,814,000 | +5.1% | 110,143 | +5.2% | 3.93% | -6.3% |
| Q3 2021 | $7,436,000 | -0.1% | 104,734 | +3.2% | 4.19% | -1.6% |
| Q2 2021 | $7,442,000 | +16.0% | 101,523 | +6.3% | 4.26% | -5.6% |
| Q1 2021 | $6,418,000 | -0.6% | 95,520 | -0.6% | 4.51% | +4.2% |
| Q4 2020 | $6,459,000 | – | 96,132 | – | 4.33% | – |
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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% |