ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $416,624 | +26.9% | 7,980 | +35.2% | 0.00% | +100.0% |
Q2 2023 | $328,250 | -4.6% | 5,904 | -9.6% | 0.00% | -50.0% |
Q1 2023 | $344,177 | +13.7% | 6,531 | +2.2% | 0.00% | 0.0% |
Q4 2022 | $302,591 | +8.5% | 6,392 | +2.2% | 0.00% | 0.0% |
Q3 2022 | $279,000 | +69.1% | 6,256 | +81.5% | 0.00% | +100.0% |
Q2 2022 | $165,000 | -72.3% | 3,446 | -65.8% | 0.00% | -75.0% |
Q1 2022 | $595,000 | +19.7% | 10,076 | +34.0% | 0.00% | +33.3% |
Q4 2021 | $497,000 | +5.3% | 7,519 | +0.0% | 0.00% | -25.0% |
Q3 2021 | $472,000 | +18.9% | 7,517 | +19.7% | 0.00% | 0.0% |
Q2 2021 | $397,000 | +205.4% | 6,278 | +185.6% | 0.00% | +300.0% |
Q1 2021 | $130,000 | +3.2% | 2,198 | +0.1% | 0.00% | -50.0% |
Q4 2020 | $126,000 | +16.7% | 2,196 | +0.1% | 0.00% | 0.0% |
Q3 2020 | $108,000 | -19.4% | 2,194 | -27.0% | 0.00% | 0.0% |
Q2 2020 | $134,000 | -6.3% | 3,004 | -28.3% | 0.00% | -33.3% |
Q1 2020 | $143,000 | -33.8% | 4,192 | -16.2% | 0.00% | 0.0% |
Q4 2019 | $216,000 | +92.9% | 5,002 | +73.1% | 0.00% | -25.0% |
Q3 2019 | $112,000 | +14.3% | 2,890 | +13.8% | 0.00% | 0.0% |
Q2 2019 | $98,000 | +28.9% | 2,540 | +27.0% | 0.00% | +33.3% |
Q1 2019 | $76,000 | – | 2,000 | – | 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% |