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 | $834,055 | -3.5% | 15,975 | +2.8% | 0.03% | -11.8% |
| Q2 2023 | $864,080 | +8.3% | 15,541 | +2.6% | 0.03% | 0.0% |
| Q1 2023 | $797,931 | +12.3% | 15,141 | +0.9% | 0.03% | +9.7% |
| Q4 2022 | $710,384 | +13.8% | 15,006 | +7.1% | 0.03% | +3.3% |
| Q3 2022 | $624,000 | -3.0% | 14,006 | +4.3% | 0.03% | -3.2% |
| Q2 2022 | $643,000 | -27.2% | 13,425 | +0.4% | 0.03% | -16.2% |
| Q4 2021 | $883,000 | +18.0% | 13,368 | +12.1% | 0.04% | +5.7% |
| Q3 2021 | $748,000 | +2.2% | 11,922 | +3.0% | 0.04% | -2.8% |
| Q2 2021 | $732,000 | +6.9% | 11,578 | +1.9% | 0.04% | -7.7% |
| Q1 2021 | $685,000 | +15.5% | 11,360 | +9.6% | 0.04% | -9.3% |
| Q4 2020 | $593,000 | +51.7% | 10,368 | +28.7% | 0.04% | +22.9% |
| Q3 2020 | $391,000 | +24.1% | 8,058 | +13.8% | 0.04% | +9.4% |
| Q2 2020 | $315,000 | – | 7,081 | – | 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% |