ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 368 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $91,759 | +2.3% | 1,358,188 | +2.7% | 0.14% | -2.7% |
| Q1 2024 | $89,738 | -0.2% | 1,322,400 | -4.5% | 0.15% | -9.7% |
| Q4 2023 | $89,910 | +16.5% | 1,384,717 | +7.7% | 0.16% | +3.1% |
| Q3 2023 | $77,152 | -5.8% | 1,286,086 | -1.7% | 0.16% | -4.2% |
| Q2 2023 | $81,936 | +1.9% | 1,308,461 | +0.9% | 0.17% | -1.2% |
| Q1 2023 | $80,372 | +17.0% | 1,297,369 | +9.4% | 0.17% | +2.4% |
| Q4 2022 | $68,669 | -99.9% | 1,186,417 | +1.9% | 0.16% | +7.8% |
| Q3 2022 | $59,272,000 | -3.2% | 1,164,022 | +8.4% | 0.15% | -4.4% |
| Q2 2022 | $61,253,000 | -11.9% | 1,074,063 | +2.8% | 0.16% | +0.6% |
| Q1 2022 | $69,544,000 | -11.2% | 1,044,519 | -5.4% | 0.16% | -9.7% |
| Q4 2021 | $78,300,000 | +14.7% | 1,103,762 | +14.8% | 0.18% | +2.9% |
| Q3 2021 | $68,251,000 | -6.1% | 961,284 | -3.1% | 0.17% | -7.6% |
| Q2 2021 | $72,700,000 | +7.4% | 991,818 | +3.0% | 0.18% | -3.1% |
| Q1 2021 | $67,674,000 | +11.1% | 962,929 | +6.2% | 0.19% | +4.4% |
| Q4 2020 | $60,925,000 | +12.3% | 906,763 | -2.5% | 0.18% | -1.1% |
| Q3 2020 | $54,249,000 | +1.5% | 929,886 | -5.2% | 0.18% | -8.4% |
| Q2 2020 | $53,466,000 | +15.8% | 980,677 | -0.1% | 0.20% | -6.0% |
| Q1 2020 | $46,153,000 | -26.9% | 981,789 | -3.8% | 0.22% | -10.4% |
| Q4 2019 | $63,159,000 | -0.9% | 1,020,353 | -7.5% | 0.24% | -11.8% |
| Q3 2019 | $63,703,000 | -6.9% | 1,102,900 | -5.5% | 0.27% | -9.6% |
| Q2 2019 | $68,406,000 | -0.5% | 1,166,543 | -1.5% | 0.30% | -5.0% |
| Q1 2019 | $68,752,000 | -57.1% | 1,183,958 | -61.2% | 0.32% | -62.7% |
| Q4 2018 | $160,172,000 | -2.8% | 3,049,163 | +11.6% | 0.85% | +7.9% |
| Q3 2018 | $164,730,000 | +3.5% | 2,731,402 | +3.2% | 0.79% | -5.2% |
| Q2 2018 | $159,165,000 | +9.1% | 2,647,019 | +14.4% | 0.83% | +5.1% |
| Q1 2018 | $145,924,000 | +15.4% | 2,314,786 | +15.5% | 0.79% | +14.6% |
| Q4 2017 | $126,439,000 | – | 2,004,431 | – | 0.69% | – |
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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% |