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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $61,000 | -19.7% | 1,280 | 0.0% | 0.02% | +12.5% |
| Q1 2022 | $76,000 | -10.6% | 1,280 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $85,000 | +6.2% | 1,280 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $80,000 | -3.6% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $83,000 | +9.2% | 1,280 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $76,000 | +4.1% | 1,280 | 0.0% | 0.02% | +5.9% |
| Q4 2020 | $73,000 | +30.4% | 1,280 | -1.9% | 0.02% | +6.2% |
| Q4 2019 | $56,000 | +12.0% | 1,305 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $50,000 | 0.0% | 1,305 | 0.0% | 0.02% | +12.5% |
| Q2 2019 | $50,000 | 0.0% | 1,305 | 0.0% | 0.02% | -23.8% |
| Q1 2019 | $50,000 | +16.3% | 1,305 | 0.0% | 0.02% | +10.5% |
| Q4 2018 | $43,000 | -15.7% | 1,305 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $51,000 | +8.5% | 1,305 | 0.0% | 0.02% | +5.6% |
| Q2 2018 | $47,000 | +2.2% | 1,305 | +4.0% | 0.02% | -14.3% |
| Q1 2018 | $46,000 | – | 1,255 | – | 0.02% | – |
Download | ||||||
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% |