ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 102 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,517,000 | -6.7% | 123,789 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $5,914,000 | -73.0% | 123,399 | -66.8% | 0.00% | -75.0% |
| Q1 2022 | $21,938,000 | -49.7% | 371,581 | -43.7% | 0.00% | -50.0% |
| Q4 2021 | $43,592,000 | +7.0% | 659,785 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $40,729,000 | -11.6% | 649,169 | -10.8% | 0.01% | -11.1% |
| Q2 2021 | $46,050,000 | +10.1% | 728,062 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $41,834,000 | -27.7% | 706,424 | -30.1% | 0.01% | -30.8% |
| Q4 2020 | $57,882,000 | -2.3% | 1,011,209 | -17.1% | 0.01% | -13.3% |
| Q3 2020 | $59,233,000 | +9.0% | 1,219,295 | -0.2% | 0.02% | 0.0% |
| Q2 2020 | $54,366,000 | +35.7% | 1,221,165 | +8.6% | 0.02% | +15.4% |
| Q1 2020 | $40,050,000 | -18.9% | 1,124,684 | -2.6% | 0.01% | 0.0% |
| Q4 2019 | $49,393,000 | +10.7% | 1,155,129 | +0.1% | 0.01% | +8.3% |
| Q3 2019 | $44,604,000 | +0.8% | 1,153,758 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $44,271,000 | +3.1% | 1,147,800 | +1.6% | 0.01% | 0.0% |
| Q1 2019 | $42,924,000 | +21.2% | 1,129,851 | +6.1% | 0.01% | +9.1% |
| Q4 2018 | $35,407,000 | +17341.9% | 1,064,551 | +20246.9% | 0.01% | – |
| Q3 2018 | $203,000 | -13.6% | 5,232 | -19.0% | 0.00% | – |
| Q1 2018 | $235,000 | – | 6,463 | – | 0.00% | – |
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% |