ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,243 | -20.1% | 4,199 | -14.9% | 0.00% | -33.3% |
| Q2 2023 | $274,457 | +6.5% | 4,936 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $257,809 | +199.2% | 4,892 | -27.1% | 0.00% | +50.0% |
| Q4 2022 | $86,154 | -60.5% | 6,707 | +37.2% | 0.00% | -50.0% |
| Q3 2022 | $218,000 | -6.8% | 4,889 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $234,000 | -32.4% | 4,890 | -6.7% | 0.00% | -20.0% |
| Q4 2021 | $346,000 | +14.2% | 5,239 | +8.6% | 0.01% | -28.6% |
| Q3 2021 | $303,000 | -2.3% | 4,824 | -1.7% | 0.01% | -12.5% |
| Q2 2021 | $310,000 | +7.3% | 4,907 | +0.5% | 0.01% | -11.1% |
| Q1 2021 | $289,000 | +5.5% | 4,883 | +2.0% | 0.01% | 0.0% |
| Q4 2020 | $274,000 | -59.3% | 4,787 | -65.5% | 0.01% | -60.9% |
| Q3 2020 | $674,000 | -41.7% | 13,864 | -46.6% | 0.02% | -48.9% |
| Q2 2020 | $1,156,000 | +27.5% | 25,973 | +1.9% | 0.04% | +2.3% |
| Q1 2020 | $907,000 | +78.5% | 25,481 | +114.2% | 0.04% | +120.0% |
| Q4 2019 | $508,000 | +134.1% | 11,894 | +111.8% | 0.02% | +100.0% |
| Q3 2019 | $217,000 | +5.9% | 5,616 | +5.6% | 0.01% | -23.1% |
| Q2 2019 | $205,000 | -14.9% | 5,317 | -16.2% | 0.01% | -18.8% |
| Q1 2019 | $241,000 | -49.0% | 6,342 | -55.4% | 0.02% | -46.7% |
| Q4 2018 | $473,000 | +133.0% | 14,218 | +171.2% | 0.03% | +87.5% |
| Q3 2018 | $203,000 | – | 5,243 | – | 0.02% | – |
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% |