ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 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 ↓ |
|---|---|---|---|
| Global Beta Advisors LLC | 2,752,873 | $170,403,000 | 35.47% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,493,805 | $587,667,000 | 30.98% |
| New England Professional Planning Group Inc. | 470,353 | $29,103,000 | 23.09% |
| AlphaCore Capital LLC | 507,176 | $31,394,000 | 19.04% |
| ESL Trust Services, LLC | 652,905 | $40,415,000 | 18.66% |
| AGILIS PARTNERS LLC | 542,399 | $33,574,000 | 17.90% |
| CAHABA WEALTH MANAGEMENT, INC. | 785,859 | $48,644,000 | 10.78% |
| Sequoia Financial Advisors, LLC | 2,714,309 | $168,016,000 | 10.67% |
| Pasadena Private Wealth, LLC | 375,626 | $23,251,000 | 10.20% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,699,703 | $105,212,000 | 9.53% |