ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,696 | -5.7% | 5,683 | +0.4% | 0.02% | -6.2% |
| Q2 2023 | $314,570 | +7.5% | 5,658 | +1.9% | 0.02% | 0.0% |
| Q1 2023 | $292,739 | +0.2% | 5,555 | -10.0% | 0.02% | -11.1% |
| Q4 2022 | $292,126 | -83.1% | 6,171 | -82.9% | 0.02% | -84.6% |
| Q3 2022 | $1,727,000 | 0.0% | 36,027 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $1,727,000 | -27.9% | 36,027 | -0.6% | 0.12% | -18.2% |
| Q4 2021 | $2,394,000 | -9.9% | 36,228 | -14.5% | 0.14% | +68.2% |
| Q3 2021 | $2,658,000 | +1.2% | 42,370 | +2.0% | 0.08% | +1.2% |
| Q2 2021 | $2,626,000 | +7.3% | 41,522 | +0.5% | 0.08% | -4.5% |
| Q1 2021 | $2,447,000 | – | 41,318 | – | 0.09% | – |
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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% |