ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,026,919 | +5.9% | 19,669 | +12.8% | 0.00% | – |
| Q2 2023 | $969,301 | -46.4% | 17,433 | -49.2% | 0.00% | – |
| Q1 2023 | $1,807,764 | +124.6% | 34,302 | +101.7% | 0.00% | – |
| Q4 2022 | $804,991 | +11.6% | 17,004 | +5.1% | 0.00% | – |
| Q3 2022 | $721,000 | -7.6% | 16,179 | -0.6% | 0.00% | – |
| Q2 2022 | $780,000 | -26.6% | 16,277 | -9.6% | 0.00% | – |
| Q1 2022 | $1,063,000 | +2.2% | 18,009 | +14.4% | 0.00% | – |
| Q4 2021 | $1,040,000 | +7.7% | 15,739 | +2.2% | 0.00% | – |
| Q3 2021 | $966,000 | +11.2% | 15,395 | +12.1% | 0.00% | – |
| Q2 2021 | $869,000 | +7.3% | 13,735 | +0.4% | 0.00% | – |
| Q1 2021 | $810,000 | +8.6% | 13,685 | +5.0% | 0.00% | – |
| Q4 2020 | $746,000 | +20.3% | 13,038 | +2.1% | 0.00% | – |
| Q3 2020 | $620,000 | +51.2% | 12,764 | +38.6% | 0.00% | – |
| Q2 2020 | $410,000 | +3.8% | 9,206 | -17.1% | 0.00% | – |
| Q1 2020 | $395,000 | -15.4% | 11,100 | +1.6% | 0.00% | – |
| Q4 2019 | $467,000 | +23.5% | 10,922 | +11.6% | 0.00% | – |
| Q3 2019 | $378,000 | +13.5% | 9,786 | +13.3% | 0.00% | – |
| Q2 2019 | $333,000 | +28.1% | 8,638 | +26.1% | 0.00% | – |
| Q1 2019 | $260,000 | -10.7% | 6,850 | -21.8% | 0.00% | – |
| Q4 2018 | $291,000 | +72.2% | 8,758 | +100.5% | 0.00% | – |
| Q3 2018 | $169,000 | – | 4,367 | – | 0.00% | – |
Download | ||||||
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% |