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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $6,439,000 | – | 132,541 | – | 0.56% | – |
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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% |