ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $480,496 | -15.7% | 8,111 | -10.9% | 0.38% | -16.2% |
| Q2 2023 | $570,092 | +3.5% | 9,104 | +2.4% | 0.46% | -4.2% |
| Q1 2023 | $550,550 | -10.7% | 8,887 | -16.6% | 0.48% | +5.3% |
| Q4 2022 | $616,596 | +11.5% | 10,653 | +0.1% | 0.45% | 0.0% |
| Q3 2022 | $553,000 | -13.1% | 10,647 | -4.6% | 0.45% | -3.6% |
| Q2 2022 | $636,000 | -21.1% | 11,160 | -6.9% | 0.47% | +4.9% |
| Q1 2022 | $806,000 | +2.5% | 11,988 | +2.2% | 0.45% | -10.1% |
| Q4 2021 | $786,000 | – | 11,733 | – | 0.50% | – |
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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% |