BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,171,810
-3.4%
21,408
-0.2%
0.00%
Q2 2023$1,213,325
-17.8%
21,452
-27.2%
0.00%
-100.0%
Q4 2022$1,476,773
-89.2%
29,453
-89.4%
0.00%
-83.3%
Q3 2022$13,724,000
+28.7%
277,918
+30.7%
0.01%
+20.0%
Q2 2022$10,667,000
+373.0%
212,695
+468.6%
0.01%
+400.0%
Q1 2022$2,255,000
-11.4%
37,407
-1.8%
0.00%0.0%
Q4 2021$2,544,000
+3.0%
38,084
-1.9%
0.00%0.0%
Q3 2021$2,470,000
-1.2%
38,824
-1.4%
0.00%0.0%
Q2 2021$2,500,000
+4.0%
39,357
+0.1%
0.00%
-50.0%
Q1 2021$2,405,000
+4.2%
39,304
+0.8%
0.00%0.0%
Q4 2020$2,307,000
+19.2%
39,001
-0.9%
0.00%0.0%
Q3 2020$1,936,000
+6.3%
39,370
-0.5%
0.00%0.0%
Q2 2020$1,821,000
+28.8%
39,587
-3.2%
0.00%0.0%
Q1 2020$1,414,000
-21.2%
40,902
-2.6%
0.00%
+100.0%
Q4 2019$1,795,000
+11.1%
41,985
+0.5%
0.00%0.0%
Q3 2019$1,615,000
-0.3%
41,765
-0.6%
0.00%0.0%
Q2 2019$1,620,000
+1.3%
42,008
-0.2%
0.00%0.0%
Q1 2019$1,599,000
+14.0%
42,089
-0.2%
0.00%0.0%
Q4 2018$1,403,000
-45.8%
42,175
-36.9%
0.00%
-50.0%
Q3 2018$2,589,000
+16.5%
66,862
+9.0%
0.00%0.0%
Q2 2018$2,222,000
+9.9%
61,338
+10.4%
0.00%0.0%
Q1 2018$2,021,000
+35.5%
55,562
+32.0%
0.00%
+100.0%
Q4 2017$1,492,000
+140.6%
42,087
+133.0%
0.00%0.0%
Q3 2017$620,00018,0600.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders