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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,879,490 | +291.6% | 69,775 | +271.2% | 0.00% | – |
| Q1 2023 | $990,655 | -84.4% | 18,798 | -86.8% | 0.00% | -100.0% |
| Q3 2022 | $6,343,000 | +101.4% | 142,313 | +116.6% | 0.00% | +100.0% |
| Q2 2022 | $3,150,000 | -38.2% | 65,715 | -23.8% | 0.00% | 0.0% |
| Q1 2022 | $5,093,000 | +169.8% | 86,257 | +201.8% | 0.00% | – |
| Q4 2021 | $1,888,000 | +141.1% | 28,580 | +129.0% | 0.00% | – |
| Q3 2021 | $783,000 | -43.4% | 12,483 | -42.9% | 0.00% | – |
| Q2 2021 | $1,383,000 | +67.0% | 21,866 | +56.5% | 0.00% | – |
| Q1 2021 | $828,000 | -66.7% | 13,976 | -67.8% | 0.00% | – |
| Q4 2020 | $2,486,000 | -9.9% | 43,440 | -43.9% | 0.00% | -100.0% |
| Q1 2020 | $2,758,000 | +129.8% | 77,438 | +149.6% | 0.00% | – |
| Q3 2019 | $1,200,000 | +32.9% | 31,020 | +32.4% | 0.00% | – |
| Q2 2019 | $903,000 | -17.2% | 23,436 | -18.2% | 0.00% | – |
| Q1 2019 | $1,090,000 | -36.7% | 28,656 | -44.7% | 0.00% | -100.0% |
| Q4 2018 | $1,723,000 | +65.8% | 51,791 | +81.6% | 0.00% | – |
| Q1 2018 | $1,039,000 | -57.5% | 28,526 | -59.9% | 0.00% | -100.0% |
| Q3 2017 | $2,442,000 | +716.7% | 71,103 | +656.0% | 0.00% | – |
| Q2 2017 | $299,000 | -65.2% | 9,405 | -71.1% | 0.00% | – |
| Q3 2016 | $859,000 | +196.2% | 32,512 | +173.4% | 0.00% | – |
| Q2 2016 | $290,000 | -72.7% | 11,892 | -72.9% | 0.00% | -100.0% |
| Q1 2016 | $1,061,000 | – | 43,920 | – | 0.00% | – |
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% |