ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,952 | -2.3% | 17,716 | +4.0% | 0.10% | +2.0% |
| Q2 2023 | $946,812 | +3.1% | 17,029 | -2.3% | 0.10% | -2.9% |
| Q1 2023 | $918,456 | +21.0% | 17,428 | +8.7% | 0.10% | +16.7% |
| Q4 2022 | $758,766 | +6.9% | 16,028 | +0.6% | 0.09% | +2.3% |
| Q3 2022 | $710,000 | -7.2% | 15,931 | -0.1% | 0.09% | -6.4% |
| Q2 2022 | $765,000 | -4.3% | 15,952 | +17.9% | 0.09% | +1.1% |
| Q1 2022 | $799,000 | -14.1% | 13,528 | -3.9% | 0.09% | -10.6% |
| Q4 2021 | $930,000 | -1.1% | 14,080 | -6.0% | 0.10% | -10.3% |
| Q3 2021 | $940,000 | -1.6% | 14,982 | -0.7% | 0.12% | 0.0% |
| Q2 2021 | $955,000 | +4.5% | 15,095 | -2.2% | 0.12% | -4.1% |
| Q1 2021 | $914,000 | +6.5% | 15,440 | +3.0% | 0.12% | 0.0% |
| Q4 2020 | $858,000 | +30.2% | 14,990 | +10.5% | 0.12% | +6.1% |
| Q3 2020 | $659,000 | +9.7% | 13,560 | +0.4% | 0.11% | -8.8% |
| Q2 2020 | $601,000 | +26.0% | 13,500 | +0.8% | 0.12% | +2.5% |
| Q1 2020 | $477,000 | -17.6% | 13,390 | -1.0% | 0.12% | +15.1% |
| Q4 2019 | $579,000 | +6.4% | 13,530 | -3.9% | 0.11% | -7.8% |
| Q3 2019 | $544,000 | +0.7% | 14,080 | +0.5% | 0.12% | +5.5% |
| Q2 2019 | $540,000 | +1.5% | 14,005 | +0.1% | 0.11% | -4.4% |
| Q1 2019 | $532,000 | +14.9% | 13,995 | +0.4% | 0.11% | -10.9% |
| Q4 2018 | $463,000 | -14.7% | 13,935 | -0.7% | 0.13% | +17.4% |
| Q3 2018 | $543,000 | +5.6% | 14,035 | -1.1% | 0.11% | -2.7% |
| Q2 2018 | $514,000 | +1.4% | 14,190 | +1.9% | 0.11% | -3.4% |
| Q1 2018 | $507,000 | +5.0% | 13,930 | +2.2% | 0.12% | +3.6% |
| Q4 2017 | $483,000 | +11.5% | 13,630 | +8.2% | 0.11% | +4.7% |
| Q3 2017 | $433,000 | – | 12,600 | – | 0.11% | – |
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% |