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 2023 | $1,026,919 | +5.9% | 19,669 | +12.8% | 0.00% | – |
| Q2 2023 | $969,301 | -46.4% | 17,433 | -49.2% | 0.00% | – |
| Q1 2023 | $1,807,764 | +124.6% | 34,302 | +101.7% | 0.00% | – |
| Q4 2022 | $804,991 | +11.6% | 17,004 | +5.1% | 0.00% | – |
| Q3 2022 | $721,000 | -7.6% | 16,179 | -0.6% | 0.00% | – |
| Q2 2022 | $780,000 | -26.6% | 16,277 | -9.6% | 0.00% | – |
| Q1 2022 | $1,063,000 | +2.2% | 18,009 | +14.4% | 0.00% | – |
| Q4 2021 | $1,040,000 | +7.7% | 15,739 | +2.2% | 0.00% | – |
| Q3 2021 | $966,000 | +11.2% | 15,395 | +12.1% | 0.00% | – |
| Q2 2021 | $869,000 | +7.3% | 13,735 | +0.4% | 0.00% | – |
| Q1 2021 | $810,000 | +8.6% | 13,685 | +5.0% | 0.00% | – |
| Q4 2020 | $746,000 | +20.3% | 13,038 | +2.1% | 0.00% | – |
| Q3 2020 | $620,000 | +51.2% | 12,764 | +38.6% | 0.00% | – |
| Q2 2020 | $410,000 | +3.8% | 9,206 | -17.1% | 0.00% | – |
| Q1 2020 | $395,000 | -15.4% | 11,100 | +1.6% | 0.00% | – |
| Q4 2019 | $467,000 | +23.5% | 10,922 | +11.6% | 0.00% | – |
| Q3 2019 | $378,000 | +13.5% | 9,786 | +13.3% | 0.00% | – |
| Q2 2019 | $333,000 | +28.1% | 8,638 | +26.1% | 0.00% | – |
| Q1 2019 | $260,000 | -10.7% | 6,850 | -21.8% | 0.00% | – |
| Q4 2018 | $291,000 | +72.2% | 8,758 | +100.5% | 0.00% | – |
| Q3 2018 | $169,000 | – | 4,367 | – | 0.00% | – |
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% |