ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,426 | -26.6% | 5,458 | -23.3% | 0.04% | -22.0% |
| Q2 2023 | $445,855 | +1.7% | 7,120 | +0.6% | 0.05% | -3.8% |
| Q1 2023 | $438,421 | +41.6% | 7,077 | +32.3% | 0.05% | +33.3% |
| Q4 2022 | $309,658 | +5.3% | 5,350 | -7.3% | 0.04% | 0.0% |
| Q3 2022 | $294,000 | -7.0% | 5,769 | +4.1% | 0.04% | -2.5% |
| Q2 2022 | $316,000 | -11.2% | 5,544 | +3.6% | 0.04% | -2.4% |
| Q1 2022 | $356,000 | -5.6% | 5,349 | +0.7% | 0.04% | -6.8% |
| Q4 2021 | $377,000 | +3.3% | 5,313 | +3.4% | 0.04% | -4.3% |
| Q3 2021 | $365,000 | +1.4% | 5,138 | +4.6% | 0.05% | +2.2% |
| Q2 2021 | $360,000 | +4.0% | 4,910 | -0.3% | 0.04% | -4.3% |
| Q1 2021 | $346,000 | +810.5% | 4,923 | +516.9% | 0.05% | +487.5% |
| Q1 2020 | $38,000 | -22.4% | 798 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $49,000 | -53.8% | 798 | -52.4% | 0.01% | -57.9% |
| Q1 2018 | $106,000 | – | 1,675 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 10,112,766 | $587,248,000 | 35.23% |
| Disciplina Capital Management LLC | 927,721 | $53,872,758 | 34.73% |
| AGILIS PARTNERS LLC | 373,238 | $21,674,000 | 18.45% |
| Financial Advisors, LLC | 380,710 | $22,108,000 | 15.10% |
| Sequoia Financial Advisors, LLC | 2,755,366 | $160,004,000 | 13.14% |
| American Financial Network Advisory Services LLC | 304,633 | $17,568,000 | 12.99% |
| KEMPER Corp | 1,311,432 | $76,155,000 | 11.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2,048,617 | $118,963,000 | 11.13% |
| CAHABA WEALTH MANAGEMENT, INC. | 641,177 | $37,233,000 | 10.06% |
| BIEGEL & WALLER LLC | 289,945 | $16,837,000 | 8.66% |