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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,185,172 | -1.6% | 86,434 | +2.7% | 1.17% | +1.5% |
| Q2 2023 | $5,268,886 | +16.8% | 84,141 | +15.5% | 1.16% | -1.5% |
| Q1 2023 | $4,511,137 | -3.2% | 72,819 | -9.6% | 1.17% | +2.4% |
| Q4 2022 | $4,662,292 | -84.9% | 80,551 | -3.9% | 1.15% | -86.3% |
| Q3 2022 | $30,801,000 | +657.0% | 83,816 | +17.5% | 8.39% | +697.1% |
| Q2 2022 | $4,069,000 | +63.0% | 71,360 | +90.3% | 1.05% | +79.8% |
| Q1 2022 | $2,497,000 | +11.1% | 37,506 | +18.4% | 0.58% | +10.2% |
| Q4 2021 | $2,247,000 | +9.9% | 31,679 | +10.0% | 0.53% | -2.6% |
| Q3 2021 | $2,044,000 | +18.4% | 28,789 | +22.1% | 0.54% | +16.5% |
| Q2 2021 | $1,727,000 | +11.9% | 23,570 | +7.3% | 0.47% | -44.2% |
| Q1 2021 | $1,543,000 | +10.0% | 21,967 | +5.2% | 0.84% | +74.8% |
| Q4 2020 | $1,403,000 | – | 20,891 | – | 0.48% | – |
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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% |