ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $244,000 | -14.7% | 6,861 | +2.7% | 0.06% | +3.4% |
| Q4 2019 | $286,000 | +35.5% | 6,682 | +22.5% | 0.06% | +28.3% |
| Q3 2019 | $211,000 | +4.5% | 5,456 | +4.1% | 0.05% | -2.1% |
| Q2 2019 | $202,000 | +6.9% | 5,241 | +5.1% | 0.05% | +2.2% |
| Q1 2019 | $189,000 | -61.5% | 4,988 | -66.2% | 0.05% | -67.4% |
| Q4 2018 | $491,000 | -13.6% | 14,752 | +0.5% | 0.14% | -9.0% |
| Q3 2018 | $568,000 | +31.2% | 14,672 | +22.9% | 0.16% | +17.4% |
| Q2 2018 | $433,000 | +21.6% | 11,942 | +21.9% | 0.13% | +16.8% |
| Q1 2018 | $356,000 | +23.6% | 9,797 | +20.7% | 0.11% | +18.9% |
| Q4 2017 | $288,000 | – | 8,118 | – | 0.10% | – |
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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% |