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 | $469,560 | -11.3% | 9,176 | -3.1% | 0.10% | -9.3% |
| Q2 2023 | $529,437 | -2.4% | 9,471 | -8.0% | 0.11% | -11.6% |
| Q1 2023 | $542,626 | -7.5% | 10,297 | -6.5% | 0.12% | -6.2% |
| Q4 2022 | $586,648 | +6.7% | 11,013 | -10.8% | 0.13% | -11.0% |
| Q3 2022 | $550,000 | -6.6% | 12,344 | +0.4% | 0.14% | -2.0% |
| Q2 2022 | $589,000 | -16.5% | 12,294 | +2.9% | 0.15% | -3.3% |
| Q1 2022 | $705,000 | -8.4% | 11,948 | -7.8% | 0.15% | -8.9% |
| Q4 2021 | $770,000 | +136.2% | 12,960 | +149.1% | 0.17% | +118.2% |
| Q3 2021 | $326,000 | +5.5% | 5,202 | +6.6% | 0.08% | -3.8% |
| Q2 2021 | $309,000 | +6.2% | 4,878 | -0.7% | 0.08% | -3.6% |
| Q1 2021 | $291,000 | -1.4% | 4,910 | +1.1% | 0.08% | -5.7% |
| Q4 2020 | $295,000 | – | 4,857 | – | 0.09% | – |
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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% |