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 | $2,559 | -6.1% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,725 | +5.5% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,583 | +11.3% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,320 | +16.0% | 49 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 49 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -33.3% | 49 | -41.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 83 | +36.1% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | +50.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | +100.0% | 61 | +125.9% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 27 | – | 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% |