ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,108 | +11.3% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $1,894 | -95.3% | 40 | -93.7% | 0.00% | -100.0% |
| Q2 2021 | $40,000 | -4.8% | 636 | -13.6% | 0.00% | -50.0% |
| Q4 2020 | $42,000 | +16.7% | 736 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | +38.5% | 736 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -36.6% | 736 | -22.4% | 0.00% | 0.0% |
| Q4 2019 | $41,000 | – | 949 | – | 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% |