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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,000 | -10.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 146 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $8,000 | +14.3% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 146 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -16.7% | 146 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | -90.9% | 146 | -91.9% | 0.00% | -93.3% |
| Q2 2019 | $66,000 | +88.6% | 1,811 | +94.5% | 0.02% | +114.3% |
| Q1 2019 | $35,000 | -51.4% | 931 | -56.9% | 0.01% | -56.2% |
| Q4 2018 | $72,000 | -13.3% | 2,162 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $83,000 | +27.7% | 2,162 | +19.4% | 0.02% | +21.4% |
| Q2 2018 | $65,000 | +25.0% | 1,811 | +27.1% | 0.01% | +16.7% |
| Q1 2018 | $52,000 | -3.7% | 1,425 | -28.8% | 0.01% | -7.7% |
| Q4 2017 | $54,000 | – | 2,000 | – | 0.01% | – |
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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% |