ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -18.1% | 3,728 | -8.6% | 0.01% | -12.5% |
| Q4 2021 | $270,000 | +0.7% | 4,078 | -4.5% | 0.01% | -11.1% |
| Q3 2021 | $268,000 | -38.4% | 4,271 | -37.8% | 0.01% | -35.7% |
| Q2 2021 | $435,000 | -21.3% | 6,863 | -26.4% | 0.01% | -30.0% |
| Q1 2021 | $553,000 | +4.5% | 9,326 | +1.1% | 0.02% | -28.6% |
| Q4 2020 | $529,000 | +91.0% | 9,225 | +48.5% | 0.03% | +47.4% |
| Q2 2020 | $277,000 | – | 6,211 | – | 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% |