ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,962,462 | +15.2% | 152,508 | +22.6% | 0.38% | +4.7% |
Q2 2023 | $6,914,505 | +10.7% | 124,362 | +4.9% | 0.36% | -1.9% |
Q1 2023 | $6,247,111 | +322.3% | 118,541 | +279.4% | 0.37% | +262.4% |
Q4 2022 | $1,479,137 | +107.2% | 31,245 | +174.6% | 0.10% | +87.0% |
Q3 2021 | $714,000 | -2.7% | 11,378 | -2.0% | 0.05% | -6.9% |
Q2 2021 | $734,000 | +9.2% | 11,610 | +2.2% | 0.06% | -6.5% |
Q1 2021 | $672,000 | +3.4% | 11,356 | -0.0% | 0.06% | +1.6% |
Q4 2020 | $650,000 | +26.2% | 11,359 | +7.1% | 0.06% | +5.2% |
Q3 2020 | $515,000 | +53.3% | 10,608 | +40.7% | 0.06% | +28.9% |
Q2 2020 | $336,000 | +48.7% | 7,538 | +18.6% | 0.04% | +9.8% |
Q1 2020 | $226,000 | -16.9% | 6,355 | 0.0% | 0.04% | +10.8% |
Q4 2019 | $272,000 | -10.2% | 6,355 | -19.0% | 0.04% | -21.3% |
Q3 2019 | $303,000 | +10.2% | 7,848 | +9.9% | 0.05% | +6.8% |
Q2 2019 | $275,000 | – | 7,143 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |