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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,747 | -4.9% | 123,720 | -5.9% | 1.44% | -11.2% |
| Q1 2023 | $8,149 | +7.0% | 131,540 | 0.0% | 1.62% | +2.3% |
| Q4 2022 | $7,614 | -99.9% | 131,540 | -4.9% | 1.58% | +1.6% |
| Q3 2022 | $7,044,000 | -10.7% | 138,340 | 0.0% | 1.56% | -0.8% |
| Q2 2022 | $7,890,000 | -14.3% | 138,340 | 0.0% | 1.57% | +38.7% |
| Q1 2022 | $9,211,000 | -6.1% | 138,340 | 0.0% | 1.13% | +47.5% |
| Q4 2021 | $9,814,000 | – | 138,340 | – | 0.77% | – |
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% |