ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 215 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $53,734 | -6.1% | 1,029 | 0.0% | 0.00% | – |
Q2 2023 | $57,223 | +5.5% | 1,029 | 0.0% | 0.00% | -100.0% |
Q1 2023 | $54,216 | +11.3% | 1,029 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $48,701 | +5.9% | 1,029 | +0.1% | 0.00% | 0.0% |
Q3 2022 | $46,000 | +475.0% | 1,028 | +511.9% | 0.00% | – |
Q2 2022 | $8,000 | -20.0% | 168 | +0.6% | 0.00% | – |
Q1 2022 | $10,000 | -9.1% | 167 | 0.0% | 0.00% | – |
Q4 2021 | $11,000 | +10.0% | 167 | 0.0% | 0.00% | – |
Q3 2021 | $10,000 | -9.1% | 167 | 0.0% | 0.00% | – |
Q2 2021 | $11,000 | +10.0% | 167 | +0.6% | 0.00% | – |
Q1 2021 | $10,000 | -23.1% | 166 | -54.3% | 0.00% | – |
Q1 2020 | $13,000 | -48.0% | 363 | -37.3% | 0.00% | -100.0% |
Q4 2019 | $25,000 | +78.6% | 579 | +60.8% | 0.00% | 0.0% |
Q3 2019 | $14,000 | – | 360 | – | 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% |