ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 646 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $442,704 | +4.8% | 6,416 | 0.0% | 0.20% | -1.5% |
| Q1 2024 | $422,301 | +3.6% | 6,416 | 0.0% | 0.20% | +1.0% |
| Q4 2023 | $407,673 | -16.0% | 6,416 | -21.4% | 0.20% | -23.7% |
| Q3 2023 | $485,253 | -21.9% | 8,161 | -15.2% | 0.26% | -18.7% |
| Q2 2023 | $621,712 | -38.1% | 9,627 | -39.3% | 0.32% | -38.6% |
| Q1 2023 | $1,004,096 | -25.8% | 15,865 | -26.1% | 0.52% | -20.3% |
| Q4 2022 | $1,352,888 | +2.1% | 21,471 | -5.6% | 0.65% | -0.5% |
| Q3 2022 | $1,325,000 | – | 22,751 | – | 0.65% | – |
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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% |