ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,748 | -19.6% | 972 | -14.4% | 0.00% | 0.0% |
| Q2 2023 | $63,106 | +56.3% | 1,135 | +48.2% | 0.00% | 0.0% |
| Q1 2023 | $40,368 | +138.9% | 766 | +114.6% | 0.00% | – |
| Q4 2022 | $16,900 | -54.3% | 357 | -57.3% | 0.00% | -100.0% |
| Q3 2022 | $37,000 | -7.5% | 836 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -18.4% | 836 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -45.6% | 836 | -38.8% | 0.00% | 0.0% |
| Q4 2021 | $90,000 | +21.6% | 1,365 | +15.2% | 0.00% | 0.0% |
| Q3 2021 | $74,000 | -10.8% | 1,185 | -10.0% | 0.00% | 0.0% |
| Q2 2021 | $83,000 | -100.0% | 1,316 | -86.2% | 0.00% | -80.0% |
| Q1 2021 | $563,892,000 | +34096.0% | 9,522 | -67.0% | 0.01% | -86.1% |
| Q4 2020 | $1,649,000 | +16.8% | 28,812 | -0.9% | 0.04% | 0.0% |
| Q3 2020 | $1,412,000 | +6.5% | 29,067 | -2.4% | 0.04% | -5.3% |
| Q2 2020 | $1,326,000 | +55.8% | 29,790 | +24.6% | 0.04% | +22.6% |
| Q1 2020 | $851,000 | -16.6% | 23,913 | +0.2% | 0.03% | +3.3% |
| Q4 2019 | $1,020,000 | +39.0% | 23,862 | +25.6% | 0.03% | +20.0% |
| Q3 2019 | $734,000 | +28.5% | 19,005 | +28.2% | 0.02% | +19.0% |
| Q2 2019 | $571,000 | +3706.7% | 14,820 | +3454.0% | 0.02% | +2000.0% |
| Q2 2018 | $15,000 | – | 417 | – | 0.00% | – |
Download | ||||||
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% |