ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,214 | -6.9% | 6,114 | -0.8% | 0.01% | -7.7% |
| Q2 2023 | $342,720 | +5.5% | 6,164 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $324,816 | +690997.9% | 6,163 | +525.7% | 0.01% | +333.3% |
| Q4 2022 | $47 | -99.9% | 985 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $44,000 | -85.7% | 985 | -84.6% | 0.00% | -76.9% |
| Q2 2022 | $307,000 | -62.2% | 6,413 | -53.4% | 0.01% | -40.9% |
| Q1 2022 | $813,000 | -23.4% | 13,771 | -14.3% | 0.02% | -8.3% |
| Q4 2021 | $1,062,000 | +5.4% | 16,067 | +0.0% | 0.02% | -11.1% |
| Q3 2021 | $1,008,000 | -2.6% | 16,065 | -1.8% | 0.03% | -3.6% |
| Q2 2021 | $1,035,000 | +7.5% | 16,365 | +0.6% | 0.03% | +7.7% |
| Q1 2021 | $963,000 | – | 16,263 | – | 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% |