ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,396 | +1.6% | 45,885 | +8.2% | 0.01% | 0.0% |
| Q2 2023 | $2,358 | +19.2% | 42,412 | +12.9% | 0.01% | +10.0% |
| Q1 2023 | $1,979 | +8.5% | 37,552 | -2.5% | 0.01% | +11.1% |
| Q4 2022 | $1,824 | -99.9% | 38,528 | +13.5% | 0.01% | 0.0% |
| Q3 2022 | $1,513,000 | -12.3% | 33,943 | -5.7% | 0.01% | 0.0% |
| Q2 2022 | $1,725,000 | -24.2% | 35,990 | -6.7% | 0.01% | -10.0% |
| Q1 2022 | $2,276,000 | -13.1% | 38,558 | -2.7% | 0.01% | -16.7% |
| Q4 2021 | $2,619,000 | +17.5% | 39,642 | +11.7% | 0.01% | +9.1% |
| Q3 2021 | $2,228,000 | +0.7% | 35,505 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $2,212,000 | +21.5% | 34,968 | +13.8% | 0.01% | +10.0% |
| Q1 2021 | $1,820,000 | +24.9% | 30,732 | +20.8% | 0.01% | +11.1% |
| Q4 2020 | $1,457,000 | -33.7% | 25,448 | -43.7% | 0.01% | -40.0% |
| Q3 2020 | $2,196,000 | +14.9% | 45,194 | +5.2% | 0.02% | +7.1% |
| Q2 2020 | $1,912,000 | +23.6% | 42,954 | -1.1% | 0.01% | -6.7% |
| Q1 2020 | $1,547,000 | -26.9% | 43,431 | -12.2% | 0.02% | -6.2% |
| Q4 2019 | $2,116,000 | -3.0% | 49,487 | -12.3% | 0.02% | -15.8% |
| Q3 2019 | $2,182,000 | -18.5% | 56,443 | -18.7% | 0.02% | -24.0% |
| Q2 2019 | $2,676,000 | +13.9% | 69,387 | +12.2% | 0.02% | +13.6% |
| Q1 2019 | $2,350,000 | +7.4% | 61,860 | -6.0% | 0.02% | -8.3% |
| Q4 2018 | $2,189,000 | -14.7% | 65,819 | -0.7% | 0.02% | -4.0% |
| Q3 2018 | $2,567,000 | +39.4% | 66,298 | +30.4% | 0.02% | +31.6% |
| Q2 2018 | $1,842,000 | +39.8% | 50,852 | +40.3% | 0.02% | +26.7% |
| Q1 2018 | $1,318,000 | +58.2% | 36,240 | +54.2% | 0.02% | +50.0% |
| Q4 2017 | $833,000 | +49.6% | 23,502 | +44.8% | 0.01% | +42.9% |
| Q3 2017 | $557,000 | +111.0% | 16,236 | +95.7% | 0.01% | +75.0% |
| Q2 2017 | $264,000 | – | 8,295 | – | 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% |