Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$478,000
-11.2%
8,092
-0.2%
0.05%
-9.8%
Q4 2021$538,000
-0.6%
8,112
-5.9%
0.05%
-12.1%
Q3 2021$541,000
+2.9%
8,619
+3.6%
0.06%
+5.5%
Q2 2021$526,0008,3190.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders