ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 84 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,441 | -3.2% | 24,499 | -1.8% | 0.01% | 0.0% |
| Q1 2024 | $1,488 | -16.1% | 24,957 | -15.8% | 0.01% | -30.0% |
| Q4 2023 | $1,774 | +27.0% | 29,623 | +10.7% | 0.01% | +11.1% |
| Q3 2023 | $1,397 | +20.6% | 26,757 | +28.5% | 0.01% | +28.6% |
| Q2 2023 | $1,158 | +15.8% | 20,824 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $1,000 | -1.8% | 18,972 | -11.8% | 0.01% | 0.0% |
| Q4 2022 | $1,018 | -99.9% | 21,501 | -21.3% | 0.01% | -30.0% |
| Q3 2022 | $1,218,000 | -17.3% | 27,335 | -11.0% | 0.01% | -9.1% |
| Q2 2022 | $1,472,000 | -34.7% | 30,703 | -19.5% | 0.01% | -31.2% |
| Q1 2022 | $2,253,000 | -21.7% | 38,160 | -12.4% | 0.02% | -20.0% |
| Q4 2021 | $2,877,000 | +3.8% | 43,552 | -0.6% | 0.02% | -9.1% |
| Q2 2021 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,771,000 | 0.0% | 43,804 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,771,000 | +68.9% | 43,804 | -11.2% | 0.02% | -46.3% |
| Q4 2018 | $1,641,000 | +244.0% | 49,329 | +300.2% | 0.04% | +241.7% |
| Q3 2018 | $477,000 | – | 12,326 | – | 0.01% | – |
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% |