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 | $980,404 | -7.8% | 16,665 | -6.5% | 0.01% | -12.5% |
Q1 2024 | $1,062,938 | +5.2% | 17,828 | +5.6% | 0.01% | 0.0% |
Q4 2023 | $1,010,337 | +13.5% | 16,875 | -1.0% | 0.01% | 0.0% |
Q3 2023 | $890,162 | -13.5% | 17,049 | -5.0% | 0.01% | -11.1% |
Q2 2023 | $1,029,116 | +25.9% | 17,950 | +15.7% | 0.01% | +12.5% |
Q1 2023 | $817,446 | +44.1% | 15,511 | -11.0% | 0.01% | -72.4% |
Q4 2022 | $567,451 | -27.6% | 17,431 | -1.0% | 0.03% | +222.2% |
Q3 2022 | $784,000 | -14.8% | 17,605 | -8.2% | 0.01% | +12.5% |
Q2 2022 | $920,000 | -9.6% | 19,182 | +11.2% | 0.01% | 0.0% |
Q1 2022 | $1,018,000 | -10.7% | 17,251 | +0.0% | 0.01% | -11.1% |
Q4 2021 | $1,140,000 | -43.1% | 17,248 | -45.9% | 0.01% | -30.8% |
Q3 2021 | $2,002,000 | +51.7% | 31,893 | +52.9% | 0.01% | +8.3% |
Q2 2021 | $1,320,000 | -38.1% | 20,863 | -42.1% | 0.01% | -40.0% |
Q1 2021 | $2,132,000 | -44.3% | 36,014 | -46.2% | 0.02% | -50.0% |
Q4 2020 | $3,829,000 | +34.3% | 66,891 | +4.9% | 0.04% | +8.1% |
Q3 2020 | $2,851,000 | +0.6% | 63,740 | +0.1% | 0.04% | -5.1% |
Q2 2020 | $2,834,000 | +36.2% | 63,661 | +9.0% | 0.04% | +2.6% |
Q1 2020 | $2,080,000 | -29.5% | 58,411 | -15.4% | 0.04% | -17.4% |
Q4 2019 | $2,951,000 | +13.5% | 69,023 | +7.4% | 0.05% | +15.0% |
Q3 2019 | $2,601,000 | – | 64,288 | – | 0.04% | – |
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% |