ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $12,803,989 | +10.9% | 197,197 | +2.4% | 6.68% | -2.8% |
Q3 2023 | $11,547,189 | +21.0% | 192,485 | +26.3% | 6.87% | +3.1% |
Q2 2023 | $9,545,708 | +0.3% | 152,439 | -0.8% | 6.67% | -7.6% |
Q1 2023 | $9,516,928 | +4.4% | 153,623 | -2.5% | 7.21% | -4.5% |
Q4 2022 | $9,120,131 | +51.2% | 157,570 | +33.0% | 7.55% | +35.6% |
Q3 2022 | $6,031,000 | +234.5% | 118,446 | +274.6% | 5.57% | +236.8% |
Q2 2022 | $1,803,000 | – | 31,617 | – | 1.65% | – |
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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% |