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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,114 | -18.6% | 1,547 | -11.4% | 0.00% | -20.0% |
| Q2 2023 | $97,133 | +11.4% | 1,747 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $87,210 | +0.2% | 1,747 | -5.0% | 0.01% | -16.7% |
| Q4 2022 | $87,051 | +0.1% | 1,839 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $87,000 | -1.1% | 1,839 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $88,000 | -3.3% | 1,839 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $91,000 | -53.3% | 1,838 | -40.9% | 0.01% | -63.2% |
| Q3 2021 | $195,000 | +2.1% | 3,112 | +3.3% | 0.02% | -5.0% |
| Q2 2021 | $191,000 | +10.4% | 3,012 | +3.3% | 0.02% | 0.0% |
| Q1 2021 | $173,000 | -7.0% | 2,917 | -10.2% | 0.02% | -13.0% |
| Q4 2020 | $186,000 | +17.7% | 3,249 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $158,000 | +12.9% | 3,249 | +3.2% | 0.02% | +4.5% |
| Q2 2020 | $140,000 | +25.0% | 3,149 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $112,000 | -17.0% | 3,149 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $135,000 | +10.7% | 3,149 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $122,000 | -37.4% | 3,149 | -37.8% | 0.02% | -45.9% |
| Q2 2019 | $195,000 | +3800.0% | 5,066 | +3255.0% | 0.04% | +1750.0% |
| Q3 2017 | $5,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +25.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | – | 151 | – | 0.00% | – |
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% |