ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 130 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $497,299 | +17.6% | 8,453 | +19.2% | 0.00% | – |
Q1 2024 | $422,836 | +2.9% | 7,092 | +3.3% | 0.00% | -100.0% |
Q4 2023 | $411,019 | -0.2% | 6,865 | -13.0% | 0.00% | 0.0% |
Q3 2023 | $412,041 | +8.1% | 7,892 | +15.1% | 0.00% | 0.0% |
Q2 2023 | $381,138 | +18.9% | 6,855 | +12.7% | 0.00% | – |
Q1 2023 | $320,642 | +6.5% | 6,084 | -4.3% | 0.00% | – |
Q4 2022 | $301,096 | -1.3% | 6,360 | -7.1% | 0.00% | -100.0% |
Q3 2022 | $305,000 | -10.6% | 6,848 | -3.7% | 0.00% | 0.0% |
Q2 2022 | $341,000 | -22.1% | 7,112 | -4.2% | 0.00% | 0.0% |
Q1 2022 | $438,000 | +16.5% | 7,423 | +30.5% | 0.00% | 0.0% |
Q4 2021 | $376,000 | -5.3% | 5,687 | -10.2% | 0.00% | 0.0% |
Q3 2021 | $397,000 | +0.3% | 6,334 | +1.2% | 0.00% | 0.0% |
Q2 2021 | $396,000 | -26.8% | 6,259 | -31.5% | 0.00% | 0.0% |
Q1 2021 | $541,000 | +155.2% | 9,138 | +146.9% | 0.00% | – |
Q4 2020 | $212,000 | -57.1% | 3,701 | -68.0% | 0.00% | -100.0% |
Q4 2019 | $494,000 | +3.6% | 11,556 | -6.3% | 0.00% | -50.0% |
Q3 2019 | $477,000 | -7.6% | 12,339 | -7.8% | 0.00% | 0.0% |
Q2 2019 | $516,000 | +3.0% | 13,379 | +1.5% | 0.00% | 0.0% |
Q1 2019 | $501,000 | +19.6% | 13,179 | +4.6% | 0.00% | 0.0% |
Q4 2018 | $419,000 | -20.2% | 12,600 | -7.0% | 0.00% | 0.0% |
Q3 2018 | $525,000 | +2.7% | 13,555 | -3.8% | 0.00% | 0.0% |
Q2 2018 | $511,000 | +86.5% | 14,092 | +87.1% | 0.00% | +100.0% |
Q1 2018 | $274,000 | -7.4% | 7,531 | -10.0% | 0.00% | 0.0% |
Q4 2017 | $296,000 | -6.9% | 8,366 | -9.6% | 0.00% | 0.0% |
Q3 2017 | $318,000 | +0.3% | 9,252 | -7.4% | 0.00% | -50.0% |
Q2 2017 | $317,000 | +281.9% | 9,987 | +257.4% | 0.00% | – |
Q1 2017 | $83,000 | +62.7% | 2,794 | +45.7% | 0.00% | – |
Q4 2016 | $51,000 | 0.0% | 1,918 | 0.0% | 0.00% | – |
Q3 2016 | $51,000 | +41.7% | 1,918 | +28.6% | 0.00% | – |
Q2 2016 | $36,000 | +1700.0% | 1,491 | +2060.9% | 0.00% | – |
Q1 2016 | $2,000 | 0.0% | 69 | 0.0% | 0.00% | – |
Q4 2015 | $2,000 | – | 69 | – | 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% |