ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,364,341 | +47.4% | 37,757 | +45.8% | 0.55% | +35.3% |
Q1 2023 | $1,604,512 | +0.5% | 25,900 | -6.1% | 0.40% | -13.6% |
Q4 2022 | $1,596,163 | +7.0% | 27,577 | -5.9% | 0.47% | -7.3% |
Q3 2022 | $1,492,000 | -29.1% | 29,310 | -20.6% | 0.51% | -22.9% |
Q2 2022 | $2,104,000 | – | 36,900 | – | 0.66% | – |
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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% |