ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,876 | +11.3% | 187 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,872 | -47.8% | 187 | -50.9% | 0.01% | -50.0% |
| Q3 2022 | $17,000 | -5.6% | 381 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $18,000 | -18.2% | 381 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -8.3% | 379 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | -41.5% | 369 | -43.3% | 0.01% | -57.7% |
| Q3 2021 | $41,000 | 0.0% | 651 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $41,000 | +7.9% | 651 | +0.5% | 0.02% | -10.7% |
| Q1 2021 | $38,000 | +2.7% | 648 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $37,000 | -53.2% | 648 | -60.2% | 0.03% | -61.5% |
| Q3 2020 | $79,000 | – | 1,628 | – | 0.08% | – |
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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% |