ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,919 | -5.4% | 10,246 | +0.7% | 0.07% | -2.9% |
| Q2 2023 | $565,592 | +5.8% | 10,173 | +0.3% | 0.07% | +3.0% |
| Q1 2023 | $534,708 | -12.1% | 10,146 | -21.0% | 0.07% | -17.5% |
| Q4 2022 | $608,020 | +15.8% | 12,844 | +9.1% | 0.08% | +9.6% |
| Q3 2022 | $525,000 | +38.5% | 11,775 | +49.0% | 0.07% | +43.1% |
| Q2 2022 | $379,000 | – | 7,905 | – | 0.05% | – |
| Q3 2021 | $0 | – | 0 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 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% |