ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 220 filers reported holding ISHARES TR in Q2 2023. 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 ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 339,282 | $18,864,088 | 11.81% |
Essex Private Wealth Management, LLC | 30,889 | $1,717,444 | 5.90% |
Financial Engines Advisors L.L.C. | 33,495,829 | $1,862,368,065 | 4.72% |
VAUGHAN & Co SECURITIES, INC. | 98,797 | $5,493,097 | 3.90% |
New England Private Wealth Advisors LLC | 329,158 | $18,305,676 | 3.70% |
Sweet Financial Partners, LLC | 197,776 | $10,996,320 | 2.86% |
BARRETT & COMPANY, INC. | 84,259 | $4,684,807 | 2.72% |
Concord Wealth Partners | 161,850 | $8,998,858 | 1.94% |
Sentinus, LLC | 90,490 | $5,031,249 | 1.59% |
Archford Capital Strategies, LLC | 145,399 | $8,283,365 | 1.57% |