ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 699 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $537,913 | +8.2% | 7,962 | +8.7% | 0.06% | +3.3% |
| Q1 2024 | $497,210 | +24.5% | 7,327 | +19.1% | 0.06% | 0.0% |
| Q4 2023 | $399,449 | +24.6% | 6,152 | +15.1% | 0.06% | +10.9% |
| Q3 2023 | $320,707 | +36.6% | 5,346 | +42.6% | 0.06% | +37.5% |
| Q2 2023 | $234,700 | +35.3% | 3,748 | +33.8% | 0.04% | +33.3% |
| Q1 2023 | $173,522 | +24.2% | 2,801 | +16.1% | 0.03% | +11.1% |
| Q4 2022 | $139,664 | – | 2,413 | – | 0.03% | – |
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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% |