Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$5,429,000
-2.0%
82,176
-7.0%
0.29%
-12.5%
Q3 2021$5,542,000
+1.7%
88,329
+2.5%
0.33%
+1.5%
Q2 2021$5,448,000
-2.0%
86,134
-8.2%
0.32%
-15.0%
Q1 2021$5,557,000
+3.9%
93,844
+0.4%
0.38%
-4.3%
Q4 2020$5,348,000
-16.9%
93,439
-29.5%
0.40%
-28.9%
Q3 2020$6,439,000132,5410.56%
Other shareholders
ISHARES TR shareholders Q1 2022
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