ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | -57.1% | 45 | -66.7% | 0.00% | -60.0% |
| Q3 2020 | $7,000 | +75.0% | 135 | +50.0% | 0.01% | +66.7% |
| Q2 2020 | $4,000 | +33.3% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +33.3% | 90 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -62.5% | 90 | -55.0% | 0.00% | -66.7% |
| Q3 2018 | $8,000 | +14.3% | 200 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $7,000 | 0.0% | 200 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $7,000 | – | 200 | – | 0.01% | – |
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% |