ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,689,145 | -4.5% | 51,506 | +1.7% | 0.45% | -1.8% |
Q2 2023 | $2,815,212 | +7.5% | 50,633 | +1.8% | 0.46% | -2.2% |
Q1 2023 | $2,619,952 | +14.1% | 49,714 | +2.5% | 0.46% | +5.4% |
Q4 2022 | $2,296,310 | -21.1% | 48,507 | -25.8% | 0.44% | -28.2% |
Q3 2022 | $2,912,000 | -8.8% | 65,334 | -1.9% | 0.61% | -9.6% |
Q2 2022 | $3,194,000 | -27.2% | 66,631 | -10.4% | 0.68% | -17.8% |
Q1 2022 | $4,389,000 | +162.0% | 74,338 | +193.3% | 0.83% | +155.7% |
Q4 2021 | $1,675,000 | +101.6% | 25,348 | +91.4% | 0.32% | +90.0% |
Q3 2021 | $831,000 | – | 13,241 | – | 0.17% | – |
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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% |