ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,758 | -6.1% | 2,198 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $122,209 | +98.5% | 2,198 | +88.2% | 0.03% | +87.5% |
| Q1 2023 | $61,554 | +11.3% | 1,168 | 0.0% | 0.02% | +6.7% |
| Q4 2022 | $55,293 | +6.3% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $52,000 | -7.1% | 1,168 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $56,000 | -18.8% | 1,168 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $69,000 | -10.4% | 1,168 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $77,000 | +5.5% | 1,168 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $73,000 | -1.4% | 1,168 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $74,000 | +7.2% | 1,168 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $69,000 | +3.0% | 1,168 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $67,000 | +17.5% | 1,168 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $57,000 | +9.6% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $52,000 | +23.8% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $42,000 | -16.0% | 1,168 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $50,000 | +11.1% | 1,168 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $45,000 | 0.0% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $45,000 | +2.3% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $44,000 | +12.8% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $39,000 | -13.3% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $45,000 | +7.1% | 1,168 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $42,000 | +23.5% | 1,168 | -18.5% | 0.02% | -28.6% |
| Q1 2016 | $34,000 | +17.2% | 1,433 | +22.7% | 0.02% | +16.7% |
| Q4 2015 | $29,000 | – | 1,168 | – | 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% |