ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 217 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $816,164 | -4.6% | 13,605 | -0.4% | 0.03% | -10.0% |
| Q2 2023 | $855,327 | +1.1% | 13,659 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $846,175 | +7.6% | 13,659 | +0.5% | 0.03% | 0.0% |
| Q4 2022 | $786,589 | +12.0% | 13,590 | -1.5% | 0.03% | +3.4% |
| Q3 2022 | $702,000 | -10.7% | 13,790 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $786,000 | -19.6% | 13,790 | -6.1% | 0.03% | -6.1% |
| Q1 2022 | $978,000 | -6.1% | 14,690 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $1,042,000 | -0.1% | 14,690 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $1,043,000 | -3.2% | 14,690 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $1,077,000 | +4.4% | 14,690 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $1,032,000 | +5.0% | 14,690 | +0.4% | 0.04% | -15.6% |
| Q4 2020 | $983,000 | +13.6% | 14,625 | -1.3% | 0.04% | 0.0% |
| Q3 2020 | $865,000 | +7.1% | 14,825 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $808,000 | +105.1% | 14,825 | +76.7% | 0.04% | +60.7% |
| Q1 2020 | $394,000 | -24.1% | 8,390 | 0.0% | 0.03% | -3.4% |
| Q4 2019 | $519,000 | +7.0% | 8,390 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $485,000 | +7.5% | 8,390 | +9.1% | 0.03% | +3.6% |
| Q2 2019 | $451,000 | -0.2% | 7,690 | -1.3% | 0.03% | 0.0% |
| Q1 2019 | $452,000 | -54.4% | 7,790 | -58.7% | 0.03% | -58.2% |
| Q4 2018 | $991,000 | +311.2% | 18,860 | +371.5% | 0.07% | +378.6% |
| Q3 2018 | $241,000 | 0.0% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $241,000 | -4.4% | 4,000 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $252,000 | 0.0% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $252,000 | +3.3% | 4,000 | 0.0% | 0.02% | -15.8% |
| Q3 2017 | $244,000 | +6.6% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $229,000 | +4.6% | 4,000 | 0.0% | 0.02% | +5.6% |
| Q1 2017 | $219,000 | +8.4% | 4,000 | 0.0% | 0.02% | -5.3% |
| Q4 2016 | $202,000 | -3.3% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $209,000 | – | 4,000 | – | 0.02% | – |
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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% |