ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 102 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,762 | -6.1% | 9,055 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $503,458 | +5.5% | 9,055 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $477,199 | +11.3% | 9,055 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $428,664 | +1.1% | 9,055 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $424,000 | -1.4% | 9,520 | +6.2% | 0.00% | 0.0% |
| Q2 2022 | $430,000 | -18.7% | 8,963 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $529,000 | -10.6% | 8,963 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $592,000 | +3.0% | 8,963 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $575,000 | -0.7% | 9,160 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $579,000 | +4.7% | 9,160 | -1.9% | 0.00% | 0.0% |
| Q1 2021 | $553,000 | -0.2% | 9,338 | -3.4% | 0.00% | 0.0% |
| Q4 2020 | $554,000 | +14.7% | 9,671 | -2.7% | 0.00% | 0.0% |
| Q3 2020 | $483,000 | +18.7% | 9,939 | +8.7% | 0.00% | 0.0% |
| Q2 2020 | $407,000 | +24.8% | 9,141 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $326,000 | -16.8% | 9,141 | -0.3% | 0.00% | 0.0% |
| Q4 2019 | $392,000 | +9.5% | 9,172 | -0.9% | 0.00% | 0.0% |
| Q3 2019 | $358,000 | +0.3% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $357,000 | +1.7% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $351,000 | +0.6% | 9,252 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $349,000 | -2.5% | 9,252 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $358,000 | +6.9% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $335,000 | – | 9,252 | – | 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% |