ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 36 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $33,000 | +6.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +138.5% | 500 | +150.0% | 0.00% | +100.0% |
| Q2 2021 | $13,000 | -64.9% | 200 | -67.6% | 0.00% | -66.7% |
| Q1 2021 | $37,000 | +236.4% | 618 | +209.0% | 0.00% | +200.0% |
| Q4 2020 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -60.0% | 200 | -71.6% | 0.00% | -66.7% |
| Q1 2020 | $25,000 | -16.7% | 704 | -0.4% | 0.00% | 0.0% |
| Q4 2019 | $30,000 | -65.9% | 707 | -69.0% | 0.00% | -70.0% |
| Q3 2019 | $88,000 | -70.7% | 2,280 | -70.7% | 0.01% | -68.8% |
| Q2 2019 | $300,000 | +63.0% | 7,792 | +60.9% | 0.03% | -31.9% |
| Q1 2019 | $184,000 | +666.7% | 4,844 | +585.1% | 0.05% | +840.0% |
| Q4 2018 | $24,000 | +84.6% | 707 | +117.5% | 0.01% | -16.7% |
| Q3 2018 | $13,000 | -99.7% | 325 | +62.5% | 0.01% | +500.0% |
| Q4 2016 | $5,000,000 | +99900.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | – | 200 | – | 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% |