ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,221 | -6.1% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $5,560 | +5.5% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $5,270 | +11.3% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $4,734 | +18.4% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -98.7% | 100 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $382,000 | -17.1% | 11,500 | -3.4% | 0.04% | -23.4% |
| Q3 2018 | $461,000 | +7.0% | 11,903 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $431,000 | +162.8% | 11,903 | +164.5% | 0.05% | +152.6% |
| Q1 2018 | $164,000 | – | 4,500 | – | 0.02% | – |
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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% |