ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,225 | -18.1% | 9,160 | -12.8% | 0.04% | -10.2% |
| Q2 2023 | $584,113 | +2.2% | 10,506 | -3.1% | 0.05% | -2.0% |
| Q1 2023 | $571,278 | -1.9% | 10,840 | -0.7% | 0.05% | -2.0% |
| Q4 2022 | $582,141 | +20.0% | 10,920 | +0.2% | 0.05% | +2.0% |
| Q3 2022 | $485,000 | -7.1% | 10,895 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $522,000 | -23.9% | 10,895 | -6.3% | 0.05% | -13.6% |
| Q1 2022 | $686,000 | -9.9% | 11,630 | +1.0% | 0.06% | -9.2% |
| Q4 2021 | $761,000 | +11.1% | 11,518 | +5.4% | 0.06% | +4.8% |
| Q3 2021 | $685,000 | +0.7% | 10,923 | +1.5% | 0.06% | -1.6% |
| Q2 2021 | $680,000 | +8.8% | 10,761 | +1.8% | 0.06% | +1.6% |
| Q1 2021 | $625,000 | +36.8% | 10,566 | +32.3% | 0.06% | -10.1% |
| Q4 2020 | $457,000 | +42.8% | 7,989 | +21.0% | 0.07% | +81.6% |
| Q3 2020 | $320,000 | -99.9% | 6,605 | +0.6% | 0.04% | +2.7% |
| Q2 2020 | $292,273,000 | +121175.1% | 6,565 | -3.3% | 0.04% | 0.0% |
| Q1 2020 | $241,000 | -16.9% | 6,790 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $290,000 | +10.7% | 6,790 | 0.0% | 0.04% | +2.8% |
| Q3 2019 | $262,000 | +0.4% | 6,790 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $261,000 | +14.5% | 6,790 | +13.1% | 0.04% | +8.8% |
| Q1 2019 | $228,000 | – | 6,005 | – | 0.03% | – |
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% |