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 | $18,081,571 | -6.3% | 301,410 | -2.2% | 6.14% | +1.5% |
| Q2 2023 | $19,294,971 | -0.8% | 308,128 | -1.8% | 6.05% | -5.1% |
| Q1 2023 | $19,440,879 | -0.1% | 313,816 | -6.7% | 6.38% | -10.4% |
| Q4 2022 | $19,462,311 | +10.6% | 336,253 | -2.7% | 7.12% | +6.8% |
| Q3 2022 | $17,604,909 | -10.2% | 345,737 | +0.5% | 6.67% | -6.0% |
| Q2 2022 | $19,613,268 | -13.5% | 343,911 | +0.9% | 7.10% | -1.0% |
| Q1 2022 | $22,684,304 | -8.4% | 340,707 | -2.4% | 7.17% | +0.7% |
| Q4 2021 | $24,770,920 | +0.5% | 349,181 | +0.6% | 7.12% | -5.4% |
| Q3 2021 | $24,636,598 | -3.5% | 346,994 | -0.4% | 7.53% | -3.5% |
| Q2 2021 | $25,531,880 | +2.4% | 348,320 | -1.8% | 7.80% | -6.3% |
| Q1 2021 | $24,924,260 | +4.4% | 354,642 | -0.2% | 8.33% | -20.4% |
| Q4 2020 | $23,865,006 | +15.2% | 355,187 | +0.1% | 10.46% | +1.3% |
| Q3 2020 | $20,710,088 | +6.1% | 354,990 | -0.8% | 10.32% | -1.6% |
| Q2 2020 | $19,512,081 | +168.4% | 357,889 | +131.4% | 10.49% | +96.5% |
| Q1 2020 | $7,270,625 | – | 154,661 | – | 5.34% | – |
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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% |