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 | $805,560 | -6.4% | 15,429 | -0.3% | 0.04% | -8.9% |
| Q2 2023 | $860,815 | +10.1% | 15,482 | +4.4% | 0.04% | 0.0% |
| Q1 2023 | $781,533 | -2.7% | 14,830 | -12.6% | 0.04% | -10.0% |
| Q4 2022 | $803,163 | -17.5% | 16,966 | -22.3% | 0.05% | -32.4% |
| Q3 2022 | $973,000 | -17.1% | 21,828 | -10.9% | 0.07% | -28.2% |
| Q2 2022 | $1,174,000 | -16.7% | 24,500 | +2.7% | 0.10% | -3.7% |
| Q1 2022 | $1,409,000 | -23.5% | 23,859 | -14.4% | 0.11% | -21.3% |
| Q4 2021 | $1,841,000 | -4.1% | 27,869 | -8.9% | 0.14% | -12.8% |
| Q3 2021 | $1,920,000 | -6.3% | 30,603 | -5.5% | 0.16% | +20.0% |
| Q2 2021 | $2,049,000 | -11.1% | 32,397 | -16.8% | 0.13% | -21.7% |
| Q1 2021 | $2,306,000 | +636.7% | 38,941 | +1816.4% | 0.17% | +538.5% |
| Q4 2020 | $313,000 | -86.0% | 2,032 | -95.6% | 0.03% | -88.4% |
| Q3 2020 | $2,241,000 | +8.2% | 46,126 | -0.9% | 0.22% | -20.8% |
| Q2 2020 | $2,072,000 | +23.0% | 46,537 | -1.6% | 0.28% | +17.4% |
| Q1 2020 | $1,684,000 | +3.5% | 47,304 | +24.3% | 0.24% | +25.4% |
| Q4 2019 | $1,627,000 | +22.3% | 38,049 | +10.6% | 0.19% | +6.6% |
| Q3 2019 | $1,330,000 | +10.4% | 34,406 | +10.1% | 0.18% | +3.4% |
| Q2 2019 | $1,205,000 | +30.4% | 31,246 | +28.5% | 0.18% | +13.6% |
| Q1 2019 | $924,000 | +84.1% | 24,313 | +61.2% | 0.15% | +58.8% |
| Q4 2018 | $502,000 | +25000.0% | 15,083 | +24626.2% | 0.10% | +9600.0% |
| Q1 2018 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | +100.0% | 61 | +79.4% | 0.00% | – |
| Q3 2017 | $1,000 | -99.9% | 34 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $1,666,000 | – | 34 | – | 0.81% | – |
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% |