ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,945 | -6.1% | 880 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $48,928 | -67.5% | 880 | -69.2% | 0.01% | -72.2% |
| Q1 2023 | $150,459 | -4.9% | 2,855 | -14.6% | 0.02% | -5.3% |
| Q4 2022 | $158,258 | +236.7% | 3,343 | +219.6% | 0.02% | +216.7% |
| Q3 2022 | $47,000 | -6.0% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $50,000 | 0.0% | 1,046 | +23.6% | 0.01% | +20.0% |
| Q1 2022 | $50,000 | -10.7% | 846 | 0.0% | 0.01% | -28.6% |
| Q4 2021 | $56,000 | +5.7% | 846 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | -1.9% | 846 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $54,000 | +8.0% | 846 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $50,000 | +4.2% | 846 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $48,000 | -23.8% | 846 | -34.8% | 0.01% | -41.7% |
| Q3 2020 | $63,000 | +8.6% | 1,298 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $58,000 | +26.1% | 1,298 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $46,000 | -17.9% | 1,298 | 0.0% | 0.01% | -26.7% |
| Q4 2019 | $56,000 | +12.0% | 1,298 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $50,000 | -2.0% | 1,298 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $51,000 | -33.8% | 1,298 | -36.0% | 0.02% | -44.8% |
| Q1 2019 | $77,000 | +14.9% | 2,029 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $67,000 | – | 2,029 | – | 0.03% | – |
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% |