ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,275,300 | -8.5% | 120,193 | -2.6% | 0.28% | -3.8% |
| Q2 2023 | $6,859,842 | +10.1% | 123,378 | +4.3% | 0.29% | +2.1% |
| Q1 2023 | $6,232,620 | +28.1% | 118,266 | +15.1% | 0.28% | +22.3% |
| Q4 2022 | $4,864,470 | -5.7% | 102,756 | -11.2% | 0.23% | -15.2% |
| Q3 2022 | $5,159,000 | +5.8% | 115,745 | +13.8% | 0.27% | +6.7% |
| Q2 2022 | $4,876,000 | -19.6% | 101,735 | -0.9% | 0.25% | +2.4% |
| Q1 2022 | $6,063,000 | -4.6% | 102,701 | +6.7% | 0.25% | -2.8% |
| Q4 2021 | $6,358,000 | +96.6% | 96,231 | +86.7% | 0.25% | +74.0% |
| Q3 2021 | $3,234,000 | +43.2% | 51,548 | +44.3% | 0.15% | +35.2% |
| Q2 2021 | $2,259,000 | – | 35,711 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edelman Financial Services, LLC | 40,274,764 | $1,465,196,000 | 14.51% |
| Manifold Partners, LLC | 236,779 | $8,621,000 | 8.80% |
| REDW Wealth LLC | 271,306 | $9,870,000 | 7.36% |
| New England Private Wealth Advisors LLC | 306,678 | $11,156,000 | 3.15% |
| Horizon Investments, LLC | 703,400 | $25,590,000 | 1.12% |
| Ruggie Capital Group | 47,950 | $1,743,000 | 0.94% |
| Donoghue Forlines LLC | 280,785 | $10,215,000 | 0.89% |
| FOUNDERS FINANCIAL SECURITIES LLC | 50,989 | $1,855,000 | 0.60% |
| Mathes Company, Inc. | 34,025 | $1,238,000 | 0.58% |
| VALLEY NATIONAL ADVISERS INC | 27,957 | $1,017,000 | 0.38% |