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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16 | -5.9% | 322 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17 | +6.2% | 322 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16 | +6.7% | 322 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15 | -99.9% | 322 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 322 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -21.1% | 322 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $19,000 | -9.5% | 322 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 322 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 322 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 322 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | +5.6% | 322 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 322 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 322 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | -36.4% | 322 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | – | 644 | – | 0.00% | – |
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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% |