ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $154,395 | -36.3% | 3,012 | -41.2% | 0.01% | -27.3% |
| Q4 2022 | $242,358 | +4.0% | 5,120 | -1.9% | 0.01% | -21.4% |
| Q3 2022 | $233,000 | +0.9% | 5,221 | +8.3% | 0.01% | +7.7% |
| Q2 2022 | $231,000 | -91.4% | 4,821 | -89.4% | 0.01% | -86.7% |
| Q1 2022 | $2,692,000 | -9.1% | 45,591 | +1.7% | 0.10% | -9.3% |
| Q4 2021 | $2,962,000 | – | 44,828 | – | 0.11% | – |
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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% |