ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16,680 | +5.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $15,810 | +112828.6% | 300 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $14 | -99.9% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -22.2% | 300 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $18,000 | -58.1% | 300 | -53.8% | 0.01% | -50.0% |
| Q4 2021 | $43,000 | +4.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $41,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $41,000 | +7.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $38,000 | +2.7% | 650 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $37,000 | +15.6% | 650 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $32,000 | +10.3% | 650 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $29,000 | +26.1% | 650 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $23,000 | -17.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $28,000 | +12.0% | 650 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $25,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 650 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $25,000 | -99.9% | 650 | +18.2% | 0.02% | +23.1% |
| Q4 2018 | $18,293,000 | -14.1% | 550 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $21,296,000 | -77.8% | 550 | -79.2% | 0.01% | -79.3% |
| Q2 2018 | $96,002,000 | +17.3% | 2,650 | +17.8% | 0.06% | +18.4% |
| Q1 2018 | $81,855,000 | +694.8% | 2,250 | +650.0% | 0.05% | +716.7% |
| Q3 2017 | $10,299,000 | -19.0% | 300 | -25.0% | 0.01% | -25.0% |
| Q2 2017 | $12,708,000 | +7.0% | 400 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $11,880,000 | -50.7% | 400 | -55.6% | 0.01% | -56.2% |
| Q4 2016 | $24,102,000 | +1.4% | 900 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $23,769,000 | – | 900 | – | 0.02% | – |
Download | ||||||
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% |