ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $653,000 | -12.5% | 11,273 | -0.2% | 0.14% | -7.1% |
| Q4 2021 | $746,000 | +5.1% | 11,297 | +0.2% | 0.16% | -7.7% |
| Q3 2021 | $710,000 | -18.2% | 11,272 | -17.9% | 0.17% | -21.8% |
| Q2 2021 | $868,000 | +30.1% | 13,722 | +21.7% | 0.22% | +20.0% |
| Q1 2021 | $667,000 | -3.9% | 11,271 | -4.5% | 0.18% | -10.0% |
| Q4 2020 | $694,000 | -36.8% | 11,807 | -47.8% | 0.20% | -48.5% |
| Q3 2020 | $1,098,000 | – | 22,609 | – | 0.39% | – |
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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% |