ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,432 | -6.3% | 7,134 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $397,667 | +8.4% | 7,153 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $366,783 | -7.3% | 6,959 | -16.7% | 0.01% | -11.1% |
| Q4 2022 | $395,730 | +93.0% | 8,359 | +81.8% | 0.01% | +80.0% |
| Q3 2022 | $205,000 | -6.4% | 4,599 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $219,000 | -15.4% | 4,566 | +4.3% | 0.01% | 0.0% |
| Q1 2022 | $259,000 | +23.9% | 4,378 | -18.7% | 0.01% | -37.5% |
| Q3 2019 | $209,000 | – | 5,385 | – | 0.01% | – |
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% |