ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,219,726 | -9.7% | 253,203 | -3.8% | 0.04% | -10.3% |
| Q2 2023 | $14,635,034 | +153758.6% | 263,220 | +45.8% | 0.04% | +39.3% |
| Q1 2023 | $9,512 | +92.5% | 180,486 | +72.9% | 0.03% | +75.0% |
| Q4 2022 | $4,941 | -99.9% | 104,364 | -6.5% | 0.02% | -20.0% |
| Q3 2022 | $4,976,000 | -6.0% | 111,645 | +1.1% | 0.02% | -9.1% |
| Q2 2022 | $5,292,000 | -46.6% | 110,420 | -34.2% | 0.02% | -40.5% |
| Q1 2022 | $9,906,000 | +19.9% | 167,792 | +34.2% | 0.04% | +5.7% |
| Q4 2021 | $8,261,000 | +55.4% | 125,039 | +47.6% | 0.04% | +25.0% |
| Q3 2021 | $5,316,000 | – | 84,727 | – | 0.03% | – |
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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% |