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 | $336,304 | -50.3% | 5,606 | -47.1% | 1.02% | +27.1% |
| Q2 2023 | $676,916 | +106.2% | 10,600 | +100.0% | 0.80% | -13.8% |
| Q1 2023 | $328,335 | +7.0% | 5,300 | 0.0% | 0.93% | -2.6% |
| Q4 2022 | $306,764 | +34.0% | 5,300 | +18.1% | 0.96% | +39.4% |
| Q3 2022 | $229,000 | -10.5% | 4,488 | 0.0% | 0.68% | -8.4% |
| Q2 2022 | $256,000 | -19.5% | 4,488 | 0.0% | 0.75% | -10.2% |
| Q1 2022 | $318,000 | +6.4% | 4,488 | 0.0% | 0.83% | +4.5% |
| Q4 2021 | $299,000 | – | 4,488 | – | 0.80% | – |
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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% |