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 | $35,350,760 | +32.2% | 677,088 | +40.7% | 0.02% | +31.6% |
| Q2 2023 | $26,748,338 | +1.9% | 481,085 | -3.4% | 0.02% | -5.0% |
| Q1 2023 | $26,242,157 | +12.4% | 497,954 | +1.0% | 0.02% | 0.0% |
| Q4 2022 | $23,344,297 | +42.1% | 493,120 | +33.8% | 0.02% | +25.0% |
| Q3 2022 | $16,424,000 | +9.8% | 368,493 | +18.1% | 0.02% | +14.3% |
| Q2 2022 | $14,955,000 | +20.4% | 312,022 | +48.3% | 0.01% | +27.3% |
| Q1 2022 | $12,419,000 | -13.3% | 210,352 | -3.0% | 0.01% | -8.3% |
| Q4 2021 | $14,323,000 | +15.5% | 216,783 | +9.6% | 0.01% | 0.0% |
| Q3 2021 | $12,405,000 | +15.4% | 197,714 | +16.4% | 0.01% | +9.1% |
| Q2 2021 | $10,745,000 | +8.2% | 169,887 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $9,927,000 | +26.5% | 167,625 | +22.3% | 0.01% | +10.0% |
| Q4 2020 | $7,848,000 | +37.7% | 137,105 | +16.8% | 0.01% | +11.1% |
| Q3 2020 | $5,701,000 | +23.6% | 117,343 | +13.3% | 0.01% | +12.5% |
| Q2 2020 | $4,611,000 | +51.5% | 103,568 | +21.2% | 0.01% | +14.3% |
| Q1 2020 | $3,043,000 | -18.0% | 85,452 | -1.5% | 0.01% | 0.0% |
| Q4 2019 | $3,710,000 | -16.3% | 86,770 | -24.3% | 0.01% | -22.2% |
| Q3 2019 | $4,433,000 | +0.8% | 114,671 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $4,397,000 | -15.4% | 114,013 | -16.7% | 0.01% | -25.0% |
| Q1 2019 | $5,200,000 | +16.4% | 136,887 | +1.9% | 0.01% | 0.0% |
| Q4 2018 | $4,469,000 | -4.3% | 134,356 | +11.3% | 0.01% | +9.1% |
| Q3 2018 | $4,672,000 | +20.1% | 120,672 | +12.4% | 0.01% | +10.0% |
| Q2 2018 | $3,891,000 | +19.7% | 107,401 | +20.2% | 0.01% | +11.1% |
| Q1 2018 | $3,251,000 | +22.8% | 89,373 | +19.6% | 0.01% | +12.5% |
| Q4 2017 | $2,648,000 | +37.0% | 74,722 | +32.7% | 0.01% | +14.3% |
| Q3 2017 | $1,933,000 | +27.9% | 56,301 | +18.4% | 0.01% | +16.7% |
| Q2 2017 | $1,511,000 | +25.1% | 47,561 | +16.7% | 0.01% | -25.0% |
| Q1 2017 | $1,208,000 | +19.0% | 40,739 | +8.0% | 0.01% | 0.0% |
| Q4 2016 | $1,015,000 | +8.3% | 37,704 | +5.8% | 0.01% | -11.1% |
| Q3 2016 | $937,000 | +7.2% | 35,651 | -1.5% | 0.01% | +28.6% |
| Q2 2016 | $874,000 | +64.9% | 36,176 | +66.7% | 0.01% | +600.0% |
| Q4 2015 | $530,000 | +98.5% | 21,700 | +95.0% | 0.00% | 0.0% |
| Q3 2015 | $267,000 | +9.0% | 11,130 | +15.1% | 0.00% | 0.0% |
| Q2 2015 | $245,000 | – | 9,671 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 339,282 | $18,864,088 | 11.81% |
| Essex Private Wealth Management, LLC | 30,889 | $1,717,444 | 5.90% |
| Financial Engines Advisors L.L.C. | 33,495,829 | $1,862,368,065 | 4.72% |
| VAUGHAN & Co SECURITIES, INC. | 98,797 | $5,493,097 | 3.90% |
| New England Private Wealth Advisors LLC | 329,158 | $18,305,676 | 3.70% |
| Sweet Financial Partners, LLC | 197,776 | $10,996,320 | 2.86% |
| BARRETT & COMPANY, INC. | 84,259 | $4,684,807 | 2.72% |
| Concord Wealth Partners | 161,850 | $8,998,858 | 1.94% |
| Sentinus, LLC | 90,490 | $5,031,249 | 1.59% |
| Archford Capital Strategies, LLC | 145,399 | $8,283,365 | 1.57% |