ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,397 | +20.6% | 26,757 | +28.5% | 0.01% | +28.6% |
| Q2 2023 | $1,158 | +15.8% | 20,824 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $1,000 | -1.8% | 18,972 | -11.8% | 0.01% | 0.0% |
| Q4 2022 | $1,018 | -99.9% | 21,501 | -21.3% | 0.01% | -30.0% |
| Q3 2022 | $1,218,000 | -17.3% | 27,335 | -11.0% | 0.01% | -9.1% |
| Q2 2022 | $1,472,000 | -34.7% | 30,703 | -19.5% | 0.01% | -31.2% |
| Q1 2022 | $2,253,000 | -21.7% | 38,160 | -12.4% | 0.02% | -20.0% |
| Q4 2021 | $2,877,000 | +3.8% | 43,552 | -0.6% | 0.02% | -9.1% |
| Q2 2021 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,771,000 | +68.9% | 43,804 | -11.2% | 0.02% | -46.3% |
| Q4 2018 | $1,641,000 | +244.0% | 49,329 | +300.2% | 0.04% | +241.7% |
| Q3 2018 | $477,000 | – | 12,326 | – | 0.01% | – |
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% |