ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,064 | -85.3% | 97 | -84.4% | 0.00% | -100.0% |
| Q2 2023 | $34,528 | +345180.0% | 621 | +212.1% | 0.00% | – |
| Q1 2023 | $10 | -50.0% | 199 | -52.4% | 0.00% | -100.0% |
| Q4 2022 | $20 | -99.9% | 418 | +1.5% | 0.00% | – |
| Q3 2022 | $18,000 | -88.2% | 412 | -87.1% | 0.00% | -100.0% |
| Q2 2022 | $153,000 | +466.7% | 3,200 | +608.0% | 0.00% | – |
| Q1 2022 | $27,000 | +440.0% | 452 | +472.2% | 0.00% | – |
| Q4 2021 | $5,000 | -16.7% | 79 | -33.1% | 0.00% | – |
| Q3 2020 | $6,000 | -53.8% | 118 | -60.0% | 0.00% | -100.0% |
| Q4 2019 | $13,000 | -69.0% | 295 | -72.8% | 0.00% | -66.7% |
| Q3 2019 | $42,000 | +250.0% | 1,085 | +252.3% | 0.00% | +200.0% |
| Q2 2019 | $12,000 | +300.0% | 308 | +294.9% | 0.00% | – |
| Q1 2019 | $3,000 | -90.3% | 78 | -91.6% | 0.00% | -100.0% |
| Q4 2018 | $31,000 | +933.3% | 933 | +833.0% | 0.00% | – |
| Q3 2016 | $3,000 | -88.9% | 100 | -91.0% | 0.00% | -100.0% |
| Q2 2016 | $27,000 | – | 1,107 | +6411.8% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 17 | -83.0% | 0.00% | – |
| Q4 2015 | $2,000 | -33.3% | 100 | -29.1% | 0.00% | – |
| Q3 2015 | $3,000 | – | 141 | – | 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% |