ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,176 | -86.1% | 161 | -85.1% | 0.00% | -100.0% |
| Q2 2022 | $51,716 | -33.6% | 1,079 | -18.3% | 0.00% | -33.3% |
| Q1 2022 | $77,937 | -29.2% | 1,320 | -20.8% | 0.00% | -25.0% |
| Q4 2021 | $110,071 | -13.4% | 1,666 | -17.8% | 0.00% | -20.0% |
| Q3 2021 | $127,125 | +32.6% | 2,026 | +33.7% | 0.01% | +25.0% |
| Q2 2021 | $95,837 | +283.4% | 1,515 | +115.8% | 0.00% | +100.0% |
| Q1 2020 | $24,998 | -63.1% | 702 | -55.7% | 0.00% | -60.0% |
| Q4 2019 | $67,817 | +571.1% | 1,586 | +505.3% | 0.01% | +400.0% |
| Q2 2019 | $10,105 | +1.5% | 262 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,953 | -60.7% | 262 | -65.6% | 0.00% | -66.7% |
| Q4 2018 | $25,313 | +105.8% | 761 | +139.3% | 0.00% | +200.0% |
| Q3 2018 | $12,297 | -68.4% | 318 | -70.4% | 0.00% | -80.0% |
| Q2 2018 | $38,967 | +119.5% | 1,076 | +120.5% | 0.01% | +66.7% |
| Q1 2018 | $17,753 | – | 488 | – | 0.00% | – |
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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% |