ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $310,107 | -15.3% | 6,052 | -27.7% | 0.26% | -24.1% |
| Q3 2022 | $366,000 | -15.7% | 8,365 | -0.2% | 0.34% | +8.8% |
| Q2 2022 | $434,000 | -54.7% | 8,378 | -49.8% | 0.32% | -51.5% |
| Q1 2022 | $959,000 | -36.7% | 16,679 | -36.6% | 0.65% | -31.7% |
| Q4 2021 | $1,516,000 | -86.0% | 26,299 | -85.0% | 0.96% | -85.7% |
| Q3 2021 | $10,858,000 | -0.2% | 174,761 | +1.7% | 6.68% | +0.2% |
| Q2 2021 | $10,876,000 | -0.4% | 171,769 | -3.3% | 6.66% | +1.6% |
| Q1 2021 | $10,917,000 | +40.8% | 177,657 | +11.3% | 6.56% | +7.7% |
| Q3 2020 | $7,755,000 | – | 159,632 | – | 6.09% | – |
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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% |