ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 369 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $255,558 | -5.5% | 4,260 | -1.4% | 0.02% | -4.0% |
Q2 2023 | $270,519 | -12.8% | 4,320 | -13.7% | 0.02% | -13.8% |
Q1 2023 | $310,184 | -23.7% | 5,007 | -28.7% | 0.03% | -14.7% |
Q4 2022 | $406,435 | +6.1% | 7,022 | -6.7% | 0.03% | -10.5% |
Q3 2022 | $383,000 | -12.8% | 7,530 | -2.2% | 0.04% | 0.0% |
Q2 2022 | $439,000 | -14.9% | 7,702 | -0.7% | 0.04% | -5.0% |
Q1 2022 | $516,000 | -7.7% | 7,755 | -1.5% | 0.04% | 0.0% |
Q4 2021 | $559,000 | 0.0% | 7,875 | +0.0% | 0.04% | -9.1% |
Q3 2021 | $559,000 | -10.3% | 7,873 | -7.4% | 0.04% | -6.4% |
Q2 2021 | $623,000 | +4.4% | 8,498 | +0.0% | 0.05% | 0.0% |
Q1 2021 | $597,000 | +4.6% | 8,496 | 0.0% | 0.05% | -2.1% |
Q4 2020 | $571,000 | +15.1% | 8,496 | +0.0% | 0.05% | 0.0% |
Q3 2020 | $496,000 | +6.4% | 8,495 | -0.6% | 0.05% | +4.3% |
Q2 2020 | $466,000 | +5.0% | 8,548 | -9.6% | 0.05% | -13.2% |
Q1 2020 | $444,000 | +93.0% | 9,451 | +154.7% | 0.05% | +152.4% |
Q4 2019 | $230,000 | – | 3,710 | – | 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% |