ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,228,181 | +10.1% | 23,524 | +17.3% | 0.01% | +7.7% |
| Q2 2023 | $1,115,424 | -6.5% | 20,062 | -11.4% | 0.01% | -13.3% |
| Q1 2023 | $1,192,797 | -18.4% | 22,634 | -26.7% | 0.02% | -25.0% |
| Q4 2022 | $1,462,159 | +549.8% | 30,886 | +513.1% | 0.02% | +566.7% |
| Q3 2022 | $225,000 | -2.6% | 5,038 | +4.6% | 0.00% | 0.0% |
| Q2 2022 | $231,000 | -19.2% | 4,816 | -0.1% | 0.00% | -25.0% |
| Q1 2022 | $286,000 | 0.0% | 4,819 | +11.3% | 0.00% | 0.0% |
| Q4 2021 | $286,000 | +16.7% | 4,328 | +10.7% | 0.00% | 0.0% |
| Q3 2021 | $245,000 | 0.0% | 3,909 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $245,000 | +8.4% | 3,869 | +1.8% | 0.00% | -20.0% |
| Q1 2021 | $226,000 | -19.0% | 3,802 | -33.9% | 0.01% | +25.0% |
| Q3 2020 | $279,000 | – | 5,754 | – | 0.00% | – |
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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% |