ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |