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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,000 | -98.5% | 37 | -97.6% | 0.10% | -97.4% |
| Q4 2019 | $67,000 | -96.7% | 1,573 | -97.0% | 3.93% | +47.5% |
| Q3 2019 | $2,011,000 | +3143.5% | 52,021 | +3207.1% | 2.66% | +2438.1% |
| Q2 2019 | $62,000 | -96.8% | 1,573 | -96.9% | 0.10% | -95.4% |
| Q1 2019 | $1,949,000 | -17.0% | 51,302 | -27.3% | 2.30% | +118.5% |
| Q4 2018 | $2,347,000 | +12.6% | 70,576 | +31.2% | 1.05% | -24.5% |
| Q3 2018 | $2,084,000 | -1.0% | 53,812 | -7.4% | 1.39% | +31.0% |
| Q2 2018 | $2,105,000 | +20.8% | 58,109 | +21.2% | 1.06% | +13.1% |
| Q1 2018 | $1,743,000 | +17.8% | 47,950 | +15.2% | 0.94% | -1.8% |
| Q4 2017 | $1,479,000 | +4.4% | 41,622 | +1.0% | 0.96% | +5.3% |
| Q3 2017 | $1,416,000 | +14.9% | 41,225 | +6.3% | 0.91% | +9.1% |
| Q2 2017 | $1,232,000 | -4.5% | 38,765 | -10.8% | 0.83% | -13.4% |
| Q1 2017 | $1,290,000 | +35.4% | 43,465 | +22.4% | 0.96% | -10.2% |
| Q4 2016 | $953,000 | +16.8% | 35,522 | +32.0% | 1.07% | +47.1% |
| Q3 2016 | $816,000 | +200.0% | 26,905 | +141.3% | 0.73% | +191.2% |
| Q2 2016 | $272,000 | +504.4% | 11,149 | +502.0% | 0.25% | +443.5% |
| Q1 2016 | $45,000 | – | 1,852 | – | 0.05% | – |
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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% |