ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $816,213 | -29.7% | 15,633 | -25.1% | 0.03% | -25.6% |
| Q2 2023 | $1,160,609 | -62.1% | 20,874 | -64.0% | 0.04% | -62.9% |
| Q1 2023 | $3,058,541 | -65.7% | 58,037 | -69.2% | 0.12% | -67.3% |
| Q4 2022 | $8,918,517 | -15.5% | 188,393 | -20.4% | 0.36% | -20.0% |
| Q3 2022 | $10,551,000 | -16.0% | 236,732 | -9.7% | 0.44% | -12.4% |
| Q2 2022 | $12,563,000 | -31.9% | 262,108 | -16.2% | 0.51% | -25.9% |
| Q1 2022 | $18,461,000 | -49.0% | 312,692 | -42.9% | 0.68% | -46.6% |
| Q4 2021 | $36,208,000 | +7.1% | 548,019 | +1.7% | 1.28% | -2.3% |
| Q3 2021 | $33,801,000 | +3.4% | 538,740 | +4.3% | 1.31% | +4.0% |
| Q2 2021 | $32,684,000 | +6780.8% | 516,744 | +6343.2% | 1.26% | +6205.0% |
| Q1 2021 | $475,000 | – | 8,020 | +89011.1% | 0.02% | – |
| Q3 2018 | $0 | – | 9 | – | 0.00% | – |
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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% |