ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 127 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,960,120 | +0.4% | 133,310 | +7.0% | 1.10% | -1.2% |
| Q2 2023 | $6,928,952 | +8.8% | 124,621 | +3.1% | 1.11% | -34.1% |
| Q1 2023 | $6,369,775 | +2.2% | 120,869 | -8.2% | 1.69% | -30.2% |
| Q4 2022 | $6,231,866 | +12.7% | 131,641 | +6.1% | 2.42% | -3.9% |
| Q3 2022 | $5,531,000 | +14.4% | 124,108 | +23.1% | 2.52% | +12.1% |
| Q2 2022 | $4,833,000 | -20.4% | 100,844 | -1.9% | 2.24% | -4.7% |
| Q1 2022 | $6,069,000 | -41.1% | 102,794 | -34.0% | 2.36% | -47.5% |
| Q4 2021 | $10,296,000 | +32.2% | 155,837 | +25.5% | 4.49% | +13.7% |
| Q3 2021 | $7,788,000 | -6.4% | 124,139 | -5.6% | 3.95% | -11.2% |
| Q2 2021 | $8,317,000 | +23.1% | 131,490 | +15.3% | 4.44% | -1.6% |
| Q1 2021 | $6,755,000 | +213.3% | 114,068 | +202.8% | 4.52% | +181.1% |
| Q4 2020 | $2,156,000 | +38.9% | 37,668 | +17.9% | 1.61% | +14.2% |
| Q3 2020 | $1,552,000 | -7.3% | 31,940 | -15.0% | 1.41% | -15.7% |
| Q2 2020 | $1,674,000 | +67.7% | 37,591 | +34.2% | 1.67% | +112.6% |
| Q1 2020 | $998,000 | -12.2% | 28,021 | +5.4% | 0.78% | +13.9% |
| Q4 2019 | $1,137,000 | – | 26,581 | – | 0.69% | – |
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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% |