ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $279,837 | +11.3% | 5,310 | 0.0% | 0.00% | – |
| Q4 2022 | $251,375 | +6.1% | 5,310 | 0.0% | 0.00% | – |
| Q3 2022 | $237,000 | -7.1% | 5,310 | 0.0% | 0.00% | – |
| Q2 2022 | $255,000 | -18.8% | 5,310 | 0.0% | 0.00% | – |
| Q1 2022 | $314,000 | -10.5% | 5,310 | 0.0% | 0.00% | – |
| Q4 2021 | $351,000 | +5.4% | 5,310 | 0.0% | 0.00% | – |
| Q3 2021 | $333,000 | +11.0% | 5,310 | +11.7% | 0.00% | – |
| Q2 2021 | $300,000 | +6.8% | 4,752 | 0.0% | 0.00% | – |
| Q1 2021 | $281,000 | +6.8% | 4,752 | +3.3% | 0.00% | – |
| Q4 2020 | $263,000 | +1152.4% | 4,600 | +945.5% | 0.00% | – |
| Q3 2020 | $21,000 | +16.7% | 440 | +9.7% | 0.00% | – |
| Q2 2020 | $18,000 | -28.0% | 401 | -32.4% | 0.00% | – |
| Q4 2019 | $25,000 | +56.2% | 593 | +37.0% | 0.00% | – |
| Q3 2019 | $16,000 | – | 433 | – | 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% |