ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 646 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $721,000 | -3.9% | 10,672 | -3.5% | 0.04% | -9.3% |
| Q1 2024 | $750,328 | +10.6% | 11,057 | +5.8% | 0.04% | 0.0% |
| Q4 2023 | $678,315 | +75.8% | 10,447 | +62.4% | 0.04% | +53.6% |
| Q3 2023 | $385,787 | -4.7% | 6,431 | -0.5% | 0.03% | -9.7% |
| Q2 2023 | $404,767 | +4.8% | 6,464 | +3.7% | 0.03% | -8.8% |
| Q1 2023 | $386,070 | +22.8% | 6,232 | +14.7% | 0.03% | +9.7% |
| Q4 2022 | $314,459 | +2.8% | 5,433 | -9.6% | 0.03% | -11.4% |
| Q3 2022 | $305,976 | -12.9% | 6,009 | -2.5% | 0.04% | -7.9% |
| Q2 2022 | $351,473 | -28.6% | 6,163 | -16.7% | 0.04% | -11.6% |
| Q1 2022 | $492,559 | -14.0% | 7,398 | -8.4% | 0.04% | -23.2% |
| Q4 2021 | $572,699 | +8.8% | 8,073 | +8.9% | 0.06% | -26.3% |
| Q3 2021 | $526,181 | -46.8% | 7,411 | -45.0% | 0.08% | -49.7% |
| Q2 2021 | $988,377 | -0.5% | 13,484 | -4.6% | 0.15% | -10.1% |
| Q1 2021 | $992,846 | +12.6% | 14,127 | +7.6% | 0.17% | 0.0% |
| Q4 2020 | $882,070 | +46.5% | 13,128 | +27.2% | 0.17% | +11.3% |
| Q3 2020 | $601,894 | +24.9% | 10,317 | +16.7% | 0.15% | +5.6% |
| Q2 2020 | $481,902 | -1.7% | 8,839 | -15.2% | 0.14% | -28.5% |
| Q1 2020 | $490,126 | -53.8% | 10,426 | -39.2% | 0.20% | -42.9% |
| Q4 2019 | $1,061,523 | +311.3% | 17,149 | +283.8% | 0.35% | +224.1% |
| Q3 2019 | $258,072 | -32.1% | 4,468 | -31.0% | 0.11% | -26.0% |
| Q2 2019 | $379,987 | -5.7% | 6,480 | -6.6% | 0.15% | -12.0% |
| Q1 2019 | $403,006 | – | 6,940 | – | 0.17% | – |
Download | ||||||
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% |