ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,496 | -6.1% | 10,103 | 0.0% | 0.10% | -13.4% |
| Q2 2023 | $561,747 | +3.5% | 10,103 | -1.9% | 0.12% | -7.8% |
| Q1 2023 | $542,884 | +11.3% | 10,301 | 0.0% | 0.13% | -2.3% |
| Q4 2022 | $487,666 | +6.2% | 10,301 | 0.0% | 0.13% | -21.0% |
| Q3 2022 | $459,000 | -25.5% | 10,301 | -19.8% | 0.17% | -20.1% |
| Q2 2022 | $616,000 | -19.9% | 12,849 | -1.1% | 0.21% | -11.8% |
| Q1 2022 | $769,000 | -10.6% | 12,994 | 0.0% | 0.24% | -7.4% |
| Q4 2021 | $860,000 | +6.6% | 12,994 | +1.3% | 0.26% | -8.2% |
| Q3 2021 | $807,000 | -0.6% | 12,833 | 0.0% | 0.28% | -4.1% |
| Q2 2021 | $812,000 | +3.3% | 12,833 | -3.3% | 0.29% | -7.3% |
| Q1 2021 | $786,000 | +6.4% | 13,267 | +2.5% | 0.31% | -16.0% |
| Q4 2020 | $739,000 | – | 12,941 | – | 0.37% | – |
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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% |