ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,867 | -5.4% | 1,165 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $73,869 | -8.5% | 1,180 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $80,762 | -1.3% | 1,304 | -7.8% | 0.00% | -20.0% |
| Q4 2022 | $81,823 | +7.7% | 1,414 | +5.6% | 0.01% | 0.0% |
| Q3 2022 | $76,000 | 0.0% | 1,339 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $76,000 | -12.6% | 1,339 | +9.8% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | -91.8% | 1,220 | -91.8% | 0.01% | -85.3% |
| Q3 2021 | $1,057,000 | -4.1% | 14,893 | -0.9% | 0.03% | -2.9% |
| Q2 2021 | $1,102,000 | +9.0% | 15,028 | +4.5% | 0.04% | -2.8% |
| Q1 2021 | $1,011,000 | – | 14,382 | – | 0.04% | – |
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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% |