ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,727 | -11.1% | 9,112 | -5.3% | 0.06% | -9.8% |
| Q2 2023 | $535,250 | +4.0% | 9,627 | -1.4% | 0.06% | +13.0% |
| Q1 2023 | $514,436 | +106188.4% | 9,762 | -4.5% | 0.05% | +5.9% |
| Q4 2022 | $484 | -99.9% | 10,225 | -9.1% | 0.05% | -15.0% |
| Q3 2022 | $501,000 | -7.1% | 11,249 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $539,000 | -62.2% | 11,249 | -50.7% | 0.06% | -13.0% |
| Q1 2022 | $1,427,000 | +91.0% | 22,817 | +101.8% | 0.07% | -6.8% |
| Q4 2021 | $747,000 | +37.1% | 11,306 | +30.1% | 0.07% | +19.4% |
| Q3 2021 | $545,000 | +3.2% | 8,692 | -2.5% | 0.06% | -18.4% |
| Q2 2021 | $528,000 | 0.0% | 8,915 | 0.0% | 0.08% | -20.0% |
| Q1 2021 | $528,000 | +14.5% | 8,915 | +10.7% | 0.10% | +4.4% |
| Q4 2020 | $461,000 | +36.0% | 8,053 | +15.6% | 0.09% | +9.6% |
| Q3 2020 | $339,000 | – | 6,968 | – | 0.08% | – |
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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% |