ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 83 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,140 | -25.5% | 4,661 | -10.4% | 0.00% | – |
| Q4 2021 | $348,000 | -38.5% | 5,204 | -40.1% | 0.00% | -100.0% |
| Q3 2021 | $566,000 | +9.9% | 8,682 | +6.6% | 0.00% | 0.0% |
| Q2 2021 | $515,000 | +43.1% | 8,145 | +34.0% | 0.00% | 0.0% |
| Q1 2021 | $360,000 | -61.4% | 6,077 | -74.9% | 0.00% | 0.0% |
| Q2 2019 | $933,000 | +12.5% | 24,188 | +10.8% | 0.00% | 0.0% |
| Q1 2019 | $829,000 | -48.1% | 21,831 | -54.5% | 0.00% | -66.7% |
| Q4 2018 | $1,596,000 | +74.2% | 47,994 | +102.8% | 0.00% | +200.0% |
| Q3 2018 | $916,000 | +122.3% | 23,667 | +107.9% | 0.00% | 0.0% |
| Q2 2018 | $412,000 | +41.6% | 11,385 | +42.4% | 0.00% | – |
| Q1 2018 | $291,000 | – | 7,997 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |