ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $219,000 | -6.8% | 4,910 | -0.1% | 0.02% | -5.3% |
| Q2 2022 | $235,000 | -19.0% | 4,913 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $290,000 | -13.2% | 4,906 | -3.0% | 0.02% | -9.5% |
| Q4 2021 | $334,000 | +2.8% | 5,059 | -2.3% | 0.02% | -4.5% |
| Q3 2021 | $325,000 | -6.3% | 5,176 | -5.5% | 0.02% | -4.3% |
| Q2 2021 | $347,000 | -5.4% | 5,480 | -11.5% | 0.02% | -11.5% |
| Q1 2021 | $367,000 | +3.7% | 6,191 | +0.0% | 0.03% | +8.3% |
| Q4 2020 | $354,000 | -15.3% | 6,190 | -28.0% | 0.02% | -33.3% |
| Q3 2020 | $418,000 | -12.6% | 8,602 | -20.0% | 0.04% | -20.0% |
| Q2 2020 | $478,000 | +32.0% | 10,746 | +5.6% | 0.04% | -13.5% |
| Q1 2020 | $362,000 | +4.3% | 10,172 | +25.3% | 0.05% | +40.5% |
| Q4 2019 | $347,000 | +48.9% | 8,115 | +34.5% | 0.04% | +37.0% |
| Q3 2019 | $233,000 | – | 6,032 | – | 0.03% | – |
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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% |