ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439 | -6.0% | 8,400 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $467 | +5.4% | 8,400 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $443 | +11.3% | 8,400 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $398 | -99.9% | 8,400 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $374,000 | -7.2% | 8,400 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $403,000 | -18.8% | 8,400 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $496,000 | +1.4% | 8,400 | +13.5% | 0.02% | -5.0% |
| Q4 2021 | $489,000 | +5.4% | 7,400 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $464,000 | -0.9% | 7,400 | 0.0% | 0.02% | +4.8% |
| Q2 2021 | $468,000 | +6.8% | 7,400 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $438,000 | +3.3% | 7,400 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $424,000 | +18.1% | 7,400 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $359,000 | -1.6% | 7,400 | -9.8% | 0.02% | -12.0% |
| Q2 2020 | $365,000 | +25.0% | 8,200 | 0.0% | 0.02% | +31.6% |
| Q1 2020 | $292,000 | -33.0% | 8,200 | -19.6% | 0.02% | -9.5% |
| Q4 2019 | $436,000 | +10.7% | 10,200 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $394,000 | +0.3% | 10,200 | 0.0% | 0.02% | +5.0% |
| Q2 2019 | $393,000 | -7.5% | 10,200 | -8.9% | 0.02% | -9.1% |
| Q1 2019 | $425,000 | +13.9% | 11,200 | 0.0% | 0.02% | +10.0% |
| Q4 2018 | $373,000 | -20.5% | 11,200 | -7.4% | 0.02% | -13.0% |
| Q3 2018 | $469,000 | +7.1% | 12,100 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $438,000 | -0.5% | 12,100 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $440,000 | -3.1% | 12,100 | -5.5% | 0.02% | -8.0% |
| Q4 2017 | $454,000 | +80.9% | 12,800 | +75.3% | 0.02% | +66.7% |
| Q3 2017 | $251,000 | – | 7,300 | – | 0.02% | – |
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% |