ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977 | -10.7% | 18,718 | -4.9% | 0.00% | 0.0% |
| Q2 2023 | $1,094 | +15.4% | 19,680 | +9.4% | 0.00% | 0.0% |
| Q1 2023 | $948 | +200.0% | 17,982 | +169.5% | 0.00% | +100.0% |
| Q4 2022 | $316 | -99.9% | 6,672 | -1.1% | 0.00% | 0.0% |
| Q3 2022 | $301,000 | -35.4% | 6,746 | -30.6% | 0.00% | -33.3% |
| Q2 2022 | $466,000 | -20.5% | 9,725 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $586,000 | +69.4% | 9,922 | +89.4% | 0.00% | +50.0% |
| Q4 2021 | $346,000 | +9.5% | 5,239 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $316,000 | +8.6% | 5,043 | +9.4% | 0.00% | 0.0% |
| Q2 2021 | $291,000 | +7.8% | 4,608 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $270,000 | – | 4,569 | – | 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% |