ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,221 | -6.1% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $5,560 | +5.5% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $5,270 | +11.3% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $4,734 | +18.4% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -98.7% | 100 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $382,000 | -17.1% | 11,500 | -3.4% | 0.04% | -23.4% |
| Q3 2018 | $461,000 | +7.0% | 11,903 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $431,000 | +162.8% | 11,903 | +164.5% | 0.05% | +152.6% |
| Q1 2018 | $164,000 | – | 4,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |