ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,349,925 | -3.6% | 45,009 | +2.7% | 0.05% | -2.0% |
| Q2 2023 | $2,437,232 | +51.4% | 43,835 | +43.5% | 0.05% | +42.9% |
| Q1 2023 | $1,609,774 | +17.8% | 30,546 | +5.8% | 0.04% | +9.4% |
| Q4 2022 | $1,366,957 | +17.3% | 28,875 | +10.5% | 0.03% | +39.1% |
| Q3 2022 | $1,165,000 | -57.5% | 26,134 | -54.3% | 0.02% | -56.6% |
| Q2 2022 | $2,739,000 | +318.8% | 57,147 | +416.3% | 0.05% | +341.7% |
| Q1 2022 | $654,000 | +131.1% | 11,069 | +158.7% | 0.01% | +140.0% |
| Q4 2021 | $283,000 | +25.2% | 4,279 | +18.9% | 0.01% | +25.0% |
| Q3 2021 | $226,000 | – | 3,599 | – | 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% |