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 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 ↓ |
|---|---|---|---|
| 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% |