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 | $3,347,625 | -37.3% | 64,117 | -33.2% | 0.01% | -50.0% |
| Q2 2023 | $5,338,000 | +16.1% | 96,009 | +10.0% | 0.01% | +11.1% |
| Q1 2023 | $4,598,939 | -3.4% | 87,303 | -13.2% | 0.01% | -10.0% |
| Q4 2022 | $4,761,648 | +5.6% | 100,544 | -0.6% | 0.01% | 0.0% |
| Q3 2022 | $4,510,000 | -7.2% | 101,131 | -0.3% | 0.01% | -9.1% |
| Q2 2022 | $4,862,000 | -63.4% | 101,411 | +0.3% | 0.01% | -57.7% |
| Q1 2022 | $13,272,000 | +51.8% | 101,078 | -23.6% | 0.03% | +52.9% |
| Q4 2021 | $8,744,000 | -13.3% | 132,295 | -17.7% | 0.02% | -19.0% |
| Q3 2021 | $10,086,000 | +0.5% | 160,720 | +1.3% | 0.02% | -4.5% |
| Q2 2021 | $10,034,000 | +19.0% | 158,618 | +11.6% | 0.02% | +10.0% |
| Q1 2021 | $8,432,000 | +30.2% | 142,173 | +25.7% | 0.02% | +17.6% |
| Q4 2020 | $6,475,000 | +23.6% | 113,062 | +4.1% | 0.02% | +6.2% |
| Q3 2020 | $5,239,000 | +28.0% | 108,654 | +18.2% | 0.02% | +14.3% |
| Q2 2020 | $4,093,000 | +155.7% | 91,943 | +105.3% | 0.01% | +100.0% |
| Q1 2020 | $1,601,000 | – | 44,776 | – | 0.01% | – |
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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% |