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 | $14,216,852 | -8.9% | 236,987 | -4.9% | 5.59% | -4.2% |
| Q2 2023 | $15,600,514 | +9.1% | 249,130 | +7.9% | 5.83% | +2.6% |
| Q1 2023 | $14,304,108 | +11.0% | 230,898 | +3.7% | 5.68% | -25.9% |
| Q4 2022 | $12,884,996 | +14.8% | 222,616 | +1.0% | 7.67% | +1.5% |
| Q3 2022 | $11,224,000 | +214.6% | 220,420 | +252.3% | 7.56% | +259.2% |
| Q2 2022 | $3,568,000 | -20.4% | 62,569 | -7.0% | 2.10% | -8.1% |
| Q1 2022 | $4,480,000 | -79.3% | 67,286 | -78.0% | 2.29% | -73.0% |
| Q4 2021 | $21,659,000 | – | 305,319 | – | 8.48% | – |
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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% |