ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,288 | -10.4% | 9,180 | -4.6% | 0.01% | -11.1% |
| Q2 2023 | $535,150 | -1.9% | 9,625 | -7.0% | 0.01% | 0.0% |
| Q1 2023 | $545,445 | +5.9% | 10,350 | -4.9% | 0.01% | 0.0% |
| Q4 2022 | $515,296 | +11.8% | 10,885 | +5.2% | 0.01% | -10.0% |
| Q3 2022 | $461,000 | -0.9% | 10,350 | +6.7% | 0.01% | 0.0% |
| Q2 2022 | $465,000 | -36.9% | 9,700 | -22.2% | 0.01% | -28.6% |
| Q1 2022 | $737,000 | -10.6% | 12,475 | 0.0% | 0.01% | -17.6% |
| Q4 2021 | $824,000 | – | 12,475 | – | 0.02% | – |
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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% |