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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,237,292 | -6.9% | 196,079 | -0.9% | 2.71% | -5.4% |
| Q2 2023 | $10,996,320 | +4.7% | 197,776 | -0.8% | 2.86% | -1.4% |
| Q1 2023 | $10,503,806 | +11.0% | 199,313 | -0.3% | 2.90% | +4.5% |
| Q4 2022 | $9,466,258 | -2.2% | 199,963 | -8.0% | 2.78% | -9.8% |
| Q3 2022 | $9,683,000 | -8.1% | 217,245 | -1.2% | 3.08% | -6.6% |
| Q2 2022 | $10,534,000 | -20.3% | 219,784 | -1.8% | 3.30% | -6.7% |
| Q1 2022 | $13,212,000 | -37.0% | 223,775 | -29.4% | 3.54% | -59.3% |
| Q4 2021 | $20,955,000 | – | 317,163 | – | 8.70% | – |
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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% |