ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,688,552 | -3.5% | 78,156 | +0.8% | 0.56% | -1.2% |
| Q2 2023 | $4,856,341 | +0.7% | 77,553 | -0.4% | 0.57% | -9.4% |
| Q1 2023 | $4,824,144 | +7.0% | 77,872 | -0.1% | 0.63% | +1.6% |
| Q4 2022 | $4,509,579 | +14.8% | 77,913 | +1.0% | 0.62% | +9.2% |
| Q3 2022 | $3,928,000 | -9.2% | 77,148 | +1.7% | 0.56% | -6.5% |
| Q2 2022 | $4,328,000 | -13.2% | 75,884 | +1.3% | 0.60% | +3.3% |
| Q1 2022 | $4,989,000 | +12.3% | 74,936 | +19.6% | 0.58% | +18.5% |
| Q4 2021 | $4,444,000 | +5.9% | 62,650 | +6.0% | 0.49% | -3.5% |
| Q3 2021 | $4,198,000 | +10.0% | 59,121 | +13.5% | 0.51% | +6.2% |
| Q2 2021 | $3,818,000 | +4.8% | 52,093 | +0.5% | 0.48% | -4.8% |
| Q1 2021 | $3,642,000 | +5.2% | 51,826 | +0.6% | 0.50% | +1.6% |
| Q4 2020 | $3,461,000 | +16.8% | 51,512 | +1.4% | 0.50% | +4.0% |
| Q3 2020 | $2,963,000 | +11.7% | 50,785 | +4.4% | 0.48% | +1.9% |
| Q2 2020 | $2,652,000 | +14.3% | 48,645 | -1.5% | 0.47% | -7.5% |
| Q1 2020 | $2,320,000 | -15.5% | 49,361 | +11.3% | 0.51% | -3.4% |
| Q4 2019 | $2,746,000 | +14.9% | 44,356 | +7.2% | 0.52% | +3.1% |
| Q3 2019 | $2,389,000 | -5.6% | 41,362 | -4.2% | 0.51% | +1.0% |
| Q2 2019 | $2,531,000 | +8.4% | 43,154 | +7.3% | 0.50% | +5.7% |
| Q1 2019 | $2,335,000 | +31.1% | 40,203 | +18.6% | 0.48% | +13.0% |
| Q4 2018 | $1,781,000 | -27.9% | 33,897 | -17.3% | 0.42% | -16.8% |
| Q3 2018 | $2,471,000 | +5.0% | 40,977 | +4.7% | 0.51% | -7.7% |
| Q2 2018 | $2,353,000 | +1.1% | 39,127 | +6.0% | 0.55% | -0.5% |
| Q1 2018 | $2,327,000 | +1.4% | 36,920 | +1.5% | 0.55% | -0.5% |
| Q4 2017 | $2,295,000 | +15.2% | 36,386 | +11.4% | 0.56% | +5.1% |
| Q3 2017 | $1,992,000 | +286.8% | 32,668 | +263.7% | 0.53% | +264.1% |
| Q2 2017 | $515,000 | +34.8% | 8,983 | +28.6% | 0.14% | +28.3% |
| Q1 2017 | $382,000 | +55.9% | 6,984 | +44.2% | 0.11% | +44.9% |
| Q4 2016 | $245,000 | +6.5% | 4,844 | +9.9% | 0.08% | +2.6% |
| Q3 2016 | $230,000 | +62.0% | 4,406 | +85.1% | 0.08% | +153.3% |
| Q2 2014 | $142,000 | – | 2,380 | – | 0.03% | – |
Download | ||||||
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% |