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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,755,693 | +1.0% | 462,672 | +5.4% | 2.16% | +4.0% |
| Q2 2023 | $27,484,869 | +4.4% | 438,777 | +3.3% | 2.07% | -2.8% |
| Q1 2023 | $26,319,519 | +38.9% | 424,851 | +29.8% | 2.13% | +29.4% |
| Q4 2022 | $18,949,391 | +21.7% | 327,391 | +7.1% | 1.65% | +10.0% |
| Q3 2022 | $15,566,000 | -5.8% | 305,698 | +5.5% | 1.50% | +3.7% |
| Q2 2022 | $16,524,000 | -12.2% | 289,750 | +2.6% | 1.44% | +4.1% |
| Q1 2022 | $18,811,000 | +7.4% | 282,533 | +14.6% | 1.39% | +8.6% |
| Q4 2021 | $17,512,000 | -5.4% | 246,571 | -5.4% | 1.28% | -11.3% |
| Q3 2021 | $18,509,000 | – | 260,693 | – | 1.44% | – |
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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% |