ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $124,000 | -10.1% | 2,787 | -3.8% | 0.03% | -8.1% |
Q2 2022 | $138,000 | -18.8% | 2,896 | +0.0% | 0.04% | -7.5% |
Q1 2022 | $170,000 | -11.0% | 2,895 | 0.0% | 0.04% | -9.1% |
Q4 2021 | $191,000 | +5.5% | 2,895 | +0.1% | 0.04% | -4.3% |
Q3 2021 | $181,000 | -1.1% | 2,893 | 0.0% | 0.05% | -2.1% |
Q2 2021 | $183,000 | +7.0% | 2,893 | +0.0% | 0.05% | -2.1% |
Q1 2021 | $171,000 | +3.0% | 2,892 | 0.0% | 0.05% | -4.0% |
Q4 2020 | $166,000 | +18.6% | 2,892 | +0.1% | 0.05% | +2.0% |
Q3 2020 | $140,000 | +8.5% | 2,890 | 0.0% | 0.05% | +2.1% |
Q2 2020 | $129,000 | +31.6% | 2,890 | +0.0% | 0.05% | +2.1% |
Q1 2020 | $98,000 | -21.0% | 2,889 | 0.0% | 0.05% | +14.6% |
Q4 2019 | $124,000 | -3.1% | 2,889 | -14.0% | 0.04% | -10.9% |
Q3 2019 | $128,000 | -2.3% | 3,361 | 0.0% | 0.05% | -6.1% |
Q2 2019 | $131,000 | – | 3,361 | – | 0.05% | – |
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% |