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 | $692,885 | +4.2% | 11,550 | +8.7% | 0.64% | +7.6% |
| Q2 2023 | $665,275 | -2.7% | 10,624 | -3.7% | 0.59% | -16.7% |
| Q1 2023 | $683,494 | +1.2% | 11,033 | +1.4% | 0.71% | +1.3% |
| Q4 2022 | $675,135 | +0.6% | 10,884 | -14.2% | 0.70% | -3.0% |
| Q3 2022 | $671,000 | -2.3% | 12,688 | +9.1% | 0.72% | -2.6% |
| Q2 2022 | $687,000 | -9.0% | 11,629 | -2.1% | 0.74% | +8.9% |
| Q1 2022 | $755,000 | -14.7% | 11,877 | -6.3% | 0.68% | -18.7% |
| Q4 2021 | $885,000 | – | 12,674 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Beta Advisors LLC | 2,752,873 | $170,403,000 | 35.47% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,493,805 | $587,667,000 | 30.98% |
| New England Professional Planning Group Inc. | 470,353 | $29,103,000 | 23.09% |
| AlphaCore Capital LLC | 507,176 | $31,394,000 | 19.04% |
| ESL Trust Services, LLC | 652,905 | $40,415,000 | 18.66% |
| AGILIS PARTNERS LLC | 542,399 | $33,574,000 | 17.90% |
| CAHABA WEALTH MANAGEMENT, INC. | 785,859 | $48,644,000 | 10.78% |
| Sequoia Financial Advisors, LLC | 2,714,309 | $168,016,000 | 10.67% |
| Pasadena Private Wealth, LLC | 375,626 | $23,251,000 | 10.20% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,699,703 | $105,212,000 | 9.53% |