ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 211 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $82,361 | -72.4% | 1,400 | -72.0% | 0.00% | -40.0% |
| Q1 2024 | $298,601 | +3.1% | 5,008 | 0.0% | 0.01% | -50.0% |
| Q4 2023 | $289,736 | -9.2% | 5,008 | -18.1% | 0.01% | -16.7% |
| Q3 2023 | $319,214 | -6.9% | 6,114 | -0.8% | 0.01% | -7.7% |
| Q2 2023 | $342,720 | +5.5% | 6,164 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $324,816 | +690997.9% | 6,163 | +525.7% | 0.01% | +333.3% |
| Q4 2022 | $47 | -99.9% | 985 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $44,000 | -85.7% | 985 | -84.6% | 0.00% | -76.9% |
| Q2 2022 | $307,000 | -62.2% | 6,413 | -53.4% | 0.01% | -40.9% |
| Q1 2022 | $813,000 | -23.4% | 13,771 | -14.3% | 0.02% | -8.3% |
| Q4 2021 | $1,062,000 | +5.4% | 16,067 | +0.0% | 0.02% | -11.1% |
| Q3 2021 | $1,008,000 | -2.6% | 16,065 | -1.8% | 0.03% | -3.6% |
| Q2 2021 | $1,035,000 | +7.5% | 16,365 | +0.6% | 0.03% | +7.7% |
| Q1 2021 | $963,000 | – | 16,263 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 339,282 | $18,864,088 | 11.81% |
| Essex Private Wealth Management, LLC | 30,889 | $1,717,444 | 5.90% |
| Financial Engines Advisors L.L.C. | 33,495,829 | $1,862,368,065 | 4.72% |
| VAUGHAN & Co SECURITIES, INC. | 98,797 | $5,493,097 | 3.90% |
| New England Private Wealth Advisors LLC | 329,158 | $18,305,676 | 3.70% |
| Sweet Financial Partners, LLC | 197,776 | $10,996,320 | 2.86% |
| BARRETT & COMPANY, INC. | 84,259 | $4,684,807 | 2.72% |
| Concord Wealth Partners | 161,850 | $8,998,858 | 1.94% |
| Sentinus, LLC | 90,490 | $5,031,249 | 1.59% |
| Archford Capital Strategies, LLC | 145,399 | $8,283,365 | 1.57% |