ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,846,360 | -13.3% | 64,116 | -9.5% | 0.19% | -24.7% |
| Q2 2023 | $4,434,472 | -4.5% | 70,815 | -5.5% | 0.25% | -17.7% |
| Q1 2023 | $4,642,459 | +10.5% | 74,938 | +3.3% | 0.30% | -7.7% |
| Q4 2022 | $4,200,474 | +46.9% | 72,572 | +29.3% | 0.32% | +92.3% |
| Q3 2022 | $2,859,000 | +13.1% | 56,144 | +26.7% | 0.17% | -20.7% |
| Q2 2022 | $2,527,000 | +11.4% | 44,315 | +30.1% | 0.21% | -5.8% |
| Q1 2022 | $2,269,000 | +656.3% | 34,061 | +706.8% | 0.23% | +258.7% |
| Q4 2021 | $300,000 | – | 4,222 | – | 0.06% | – |
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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% |