ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 225 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $514,820 | -2.3% | 8,751 | -1.0% | 0.02% | -5.0% |
| Q1 2024 | $527,105 | -10.7% | 8,841 | -10.3% | 0.02% | -16.7% |
| Q4 2023 | $590,203 | +14.9% | 9,858 | +0.2% | 0.02% | -4.0% |
| Q3 2023 | $513,695 | -12.3% | 9,839 | -6.6% | 0.02% | -7.4% |
| Q2 2023 | $585,580 | -3.5% | 10,532 | -8.5% | 0.03% | -12.9% |
| Q1 2023 | $606,788 | +1.8% | 11,514 | -8.5% | 0.03% | -3.1% |
| Q4 2022 | $595,869 | +7.2% | 12,587 | +1.0% | 0.03% | -5.9% |
| Q3 2022 | $556,000 | -10.2% | 12,464 | -3.4% | 0.03% | -2.9% |
| Q2 2022 | $619,000 | -19.2% | 12,907 | -0.5% | 0.04% | -7.9% |
| Q1 2022 | $766,000 | +19.1% | 12,970 | +33.3% | 0.04% | +22.6% |
| Q4 2021 | $643,000 | +25.3% | 9,729 | +19.9% | 0.03% | +10.7% |
| Q2 2021 | $513,000 | +35.4% | 8,115 | +26.7% | 0.03% | +27.3% |
| Q1 2021 | $379,000 | +8.9% | 6,403 | +5.4% | 0.02% | -8.3% |
| Q4 2020 | $348,000 | -50.6% | 6,073 | -58.1% | 0.02% | -35.1% |
| Q3 2020 | $704,000 | +114.6% | 14,484 | +96.7% | 0.04% | +32.1% |
| Q2 2020 | $328,000 | – | 7,365 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 301,473 | $14,271,717 | 12.39% |
| Essex Private Wealth Management, LLC | 31,197 | $1,476,886 | 5.54% |
| Financial Engines Advisors L.L.C. | 33,165,738 | $1,570,066,081 | 4.49% |
| VAUGHAN & Co SECURITIES, INC. | 105,436 | $4,991,319 | 3.98% |
| New England Private Wealth Advisors LLC | 332,212 | $15,727,078 | 3.33% |
| Concord Wealth Partners | 230,797 | $10,925,920 | 3.29% |
| Sweet Financial Partners, LLC | 199,963 | $9,466,258 | 2.78% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 131,641 | $6,231,866 | 2.42% |
| Sentinus, LLC | 65,792 | $3,076,485 | 1.80% |