ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 244 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,177 | +2184.1% | 139 | +2216.7% | 0.00% | – |
| Q1 2024 | $358 | -96.4% | 6 | -96.4% | 0.00% | – |
| Q4 2023 | $9,938 | +96.2% | 166 | +71.1% | 0.00% | – |
| Q3 2023 | $5,064 | -85.3% | 97 | -84.4% | 0.00% | -100.0% |
| Q2 2023 | $34,528 | +345180.0% | 621 | +212.1% | 0.00% | – |
| Q1 2023 | $10 | -50.0% | 199 | -52.4% | 0.00% | -100.0% |
| Q4 2022 | $20 | -99.9% | 418 | +1.5% | 0.00% | – |
| Q3 2022 | $18,000 | -88.2% | 412 | -87.1% | 0.00% | -100.0% |
| Q2 2022 | $153,000 | +466.7% | 3,200 | +608.0% | 0.00% | – |
| Q1 2022 | $27,000 | +440.0% | 452 | +472.2% | 0.00% | – |
| Q4 2021 | $5,000 | -16.7% | 79 | -33.1% | 0.00% | – |
| Q3 2020 | $6,000 | -53.8% | 118 | -60.0% | 0.00% | -100.0% |
| Q4 2019 | $13,000 | -69.0% | 295 | -72.8% | 0.00% | -66.7% |
| Q3 2019 | $42,000 | +250.0% | 1,085 | +252.3% | 0.00% | +200.0% |
| Q2 2019 | $12,000 | +300.0% | 308 | +294.9% | 0.00% | – |
| Q1 2019 | $3,000 | -90.3% | 78 | -91.6% | 0.00% | -100.0% |
| Q4 2018 | $31,000 | +933.3% | 933 | +833.0% | 0.00% | – |
| Q3 2016 | $3,000 | -88.9% | 100 | -91.0% | 0.00% | -100.0% |
| Q2 2016 | $27,000 | – | 1,107 | +6411.8% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 17 | -83.0% | 0.00% | – |
| Q4 2015 | $2,000 | -33.3% | 100 | -29.1% | 0.00% | – |
| Q3 2015 | $3,000 | – | 141 | – | 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% |