ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,517,000 | -6.7% | 123,789 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $5,914,000 | -73.0% | 123,399 | -66.8% | 0.00% | -75.0% |
| Q1 2022 | $21,938,000 | -49.7% | 371,581 | -43.7% | 0.00% | -50.0% |
| Q4 2021 | $43,592,000 | +7.0% | 659,785 | +1.6% | 0.01% | 0.0% |
| Q3 2021 | $40,729,000 | -11.6% | 649,169 | -10.8% | 0.01% | -11.1% |
| Q2 2021 | $46,050,000 | +10.1% | 728,062 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $41,834,000 | -27.7% | 706,424 | -30.1% | 0.01% | -30.8% |
| Q4 2020 | $57,882,000 | -2.3% | 1,011,209 | -17.1% | 0.01% | -13.3% |
| Q3 2020 | $59,233,000 | +9.0% | 1,219,295 | -0.2% | 0.02% | 0.0% |
| Q2 2020 | $54,366,000 | +35.7% | 1,221,165 | +8.6% | 0.02% | +15.4% |
| Q1 2020 | $40,050,000 | -18.9% | 1,124,684 | -2.6% | 0.01% | 0.0% |
| Q4 2019 | $49,393,000 | +10.7% | 1,155,129 | +0.1% | 0.01% | +8.3% |
| Q3 2019 | $44,604,000 | +0.8% | 1,153,758 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $44,271,000 | +3.1% | 1,147,800 | +1.6% | 0.01% | 0.0% |
| Q1 2019 | $42,924,000 | +21.2% | 1,129,851 | +6.1% | 0.01% | +9.1% |
| Q4 2018 | $35,407,000 | +17341.9% | 1,064,551 | +20246.9% | 0.01% | – |
| Q3 2018 | $203,000 | -13.6% | 5,232 | -19.0% | 0.00% | – |
| Q1 2018 | $235,000 | – | 6,463 | – | 0.00% | – |
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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% |