ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,915,000 | -18.9% | 94,150 | -13.7% | 0.00% | -50.0% |
| Q2 2023 | $6,063,000 | +15.2% | 109,045 | +9.2% | 0.00% | +100.0% |
| Q1 2023 | $5,263,000 | +1.8% | 99,873 | -8.6% | 0.00% | 0.0% |
| Q4 2022 | $5,172,000 | -26.9% | 109,220 | -31.2% | 0.00% | -50.0% |
| Q3 2022 | $7,072,000 | +3.3% | 158,657 | +11.1% | 0.00% | 0.0% |
| Q2 2022 | $6,843,000 | -42.4% | 142,757 | -29.0% | 0.00% | -33.3% |
| Q1 2022 | $11,874,000 | -13.6% | 201,114 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $13,738,000 | +17.5% | 207,916 | +11.5% | 0.00% | 0.0% |
| Q3 2021 | $11,696,000 | +17.3% | 186,431 | +18.3% | 0.00% | 0.0% |
| Q2 2021 | $9,967,000 | +12.3% | 157,593 | +5.1% | 0.00% | 0.0% |
| Q1 2021 | $8,877,000 | -16.0% | 149,890 | -18.8% | 0.00% | 0.0% |
| Q4 2020 | $10,571,000 | +38.7% | 184,683 | +17.7% | 0.00% | 0.0% |
| Q3 2020 | $7,621,000 | +28.6% | 156,862 | +17.8% | 0.00% | +50.0% |
| Q2 2020 | $5,928,000 | +119.3% | 133,161 | +75.4% | 0.00% | +100.0% |
| Q1 2020 | $2,703,000 | -31.4% | 75,918 | -17.7% | 0.00% | 0.0% |
| Q4 2019 | $3,943,000 | +32.1% | 92,240 | +19.5% | 0.00% | 0.0% |
| Q3 2019 | $2,985,000 | -14.6% | 77,201 | -14.8% | 0.00% | 0.0% |
| Q2 2019 | $3,496,000 | +3.6% | 90,637 | +2.0% | 0.00% | 0.0% |
| Q1 2019 | $3,376,000 | +22.5% | 88,854 | +7.2% | 0.00% | 0.0% |
| Q4 2018 | $2,755,000 | -10.8% | 82,850 | +3.9% | 0.00% | 0.0% |
| Q3 2018 | $3,087,000 | +22.3% | 79,717 | +14.4% | 0.00% | 0.0% |
| Q2 2018 | $2,525,000 | +16.3% | 69,675 | +16.7% | 0.00% | 0.0% |
| Q1 2018 | $2,172,000 | +30.2% | 59,703 | +26.8% | 0.00% | 0.0% |
| Q4 2017 | $1,668,000 | +47.1% | 47,097 | +42.5% | 0.00% | 0.0% |
| Q3 2017 | $1,134,000 | +164.3% | 33,046 | +145.1% | 0.00% | – |
| Q2 2017 | $429,000 | -11.0% | 13,480 | -16.9% | 0.00% | – |
| Q1 2017 | $482,000 | +11.8% | 16,228 | +1.0% | 0.00% | – |
| Q4 2016 | $431,000 | +18.4% | 16,063 | +16.5% | 0.00% | – |
| Q3 2016 | $364,000 | +22.1% | 13,784 | +12.9% | 0.00% | – |
| Q2 2016 | $298,000 | +19.7% | 12,214 | +18.2% | 0.00% | – |
| Q1 2016 | $249,000 | +4.6% | 10,336 | +8.1% | 0.00% | – |
| Q4 2015 | $238,000 | +40.8% | 9,559 | +31.1% | 0.00% | – |
| Q3 2015 | $169,000 | +503.6% | 7,293 | +563.0% | 0.00% | – |
| Q2 2015 | $28,000 | – | 1,100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 342,959 | $17,905,879 | 11.34% |
| Essex Private Wealth Management, LLC | 29,793 | $1,555,507 | 5.31% |
| Financial Engines Advisors L.L.C. | 33,439,651 | $1,745,884,183 | 4.59% |
| VAUGHAN & Co SECURITIES, INC. | 99,118 | $5,174,935 | 3.84% |
| New England Private Wealth Advisors LLC | 339,630 | $17,748,770 | 3.70% |
| Sweet Financial Partners, LLC | 196,079 | $10,237,292 | 2.71% |
| BARRETT & COMPANY, INC. | 85,245 | $4,450,659 | 2.62% |
| Concord Wealth Partners | 147,563 | $7,704,248 | 1.64% |
| Archford Capital Strategies, LLC | 142,611 | $7,445,718 | 1.49% |
| Stratos Investment Management, LLC | 153,294 | $8,003,530 | 1.20% |