ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,929,367 | -0.9% | 232,195 | +3.5% | 7.80% | -6.2% |
| Q2 2023 | $14,054,923 | +99418.0% | 224,448 | -1.5% | 8.32% | +2.7% |
| Q1 2023 | $14,123 | -99.9% | 227,977 | -2.4% | 8.10% | +5.4% |
| Q3 2022 | $11,893,000 | +2.1% | 233,555 | +14.3% | 7.68% | -5.5% |
| Q2 2022 | $11,650,000 | -44.8% | 204,280 | -35.6% | 8.13% | -41.4% |
| Q1 2022 | $21,112,000 | +30.2% | 317,096 | +38.8% | 13.87% | +10.6% |
| Q4 2021 | $16,209,000 | – | 228,482 | – | 12.54% | – |
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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% |