ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207,678 | -1.1% | 3,530 | +0.3% | 0.08% | -3.8% |
| Q1 2024 | $209,901 | -0.4% | 3,521 | 0.0% | 0.08% | -12.1% |
| Q4 2023 | $210,781 | +3.3% | 3,521 | -17.5% | 0.09% | -13.3% |
| Q2 2022 | $204,000 | -20.6% | 4,266 | -2.2% | 0.10% | -3.7% |
| Q1 2022 | $257,000 | -10.1% | 4,361 | +0.8% | 0.11% | -9.2% |
| Q4 2021 | $286,000 | +16.3% | 4,326 | +10.2% | 0.12% | +2.6% |
| Q3 2021 | $246,000 | -0.8% | 3,927 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $248,000 | +8.3% | 3,927 | +1.6% | 0.12% | -5.6% |
| Q1 2021 | $229,000 | +10.6% | 3,864 | -33.5% | 0.12% | -39.9% |
| Q1 2020 | $207,000 | -46.4% | 5,810 | -35.6% | 0.21% | -35.0% |
| Q4 2019 | $386,000 | -5.4% | 9,022 | -14.6% | 0.32% | -20.0% |
| Q3 2019 | $408,000 | -13.4% | 10,565 | -13.5% | 0.40% | -12.9% |
| Q2 2019 | $471,000 | +13.8% | 12,219 | +12.1% | 0.46% | +6.2% |
| Q1 2019 | $414,000 | +28.2% | 10,896 | +12.2% | 0.43% | +8.0% |
| Q4 2018 | $323,000 | – | 9,710 | – | 0.40% | – |
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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% |