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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $478,331 | +105491.8% | 8,603 | +0.0% | 0.00% | 0.0% |
Q1 2023 | $453 | -2.4% | 8,599 | -12.3% | 0.00% | 0.0% |
Q4 2022 | $464 | -99.9% | 9,805 | +0.1% | 0.00% | 0.0% |
Q3 2022 | $436,000 | +5.3% | 9,800 | +13.3% | 0.00% | 0.0% |
Q2 2022 | $414,000 | -18.8% | 8,652 | +0.0% | 0.00% | 0.0% |
Q1 2022 | $510,000 | -10.5% | 8,649 | +0.1% | 0.00% | -33.3% |
Q4 2021 | $570,000 | +8.0% | 8,638 | +2.6% | 0.00% | 0.0% |
Q3 2021 | $528,000 | +1.7% | 8,418 | +2.4% | 0.00% | 0.0% |
Q2 2021 | $519,000 | +7.0% | 8,218 | +0.3% | 0.00% | 0.0% |
Q1 2021 | $485,000 | +26.6% | 8,195 | +22.4% | 0.00% | 0.0% |
Q4 2020 | $383,000 | +1060.6% | 6,695 | +864.7% | 0.00% | – |
Q3 2020 | $33,000 | -49.2% | 694 | -52.2% | 0.00% | -100.0% |
Q2 2020 | $65,000 | +25.0% | 1,453 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $52,000 | -16.1% | 1,453 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $62,000 | +10.7% | 1,453 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $56,000 | – | 1,453 | – | 0.00% | – |
Download |
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% |