ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,825 | -83.6% | 150 | -83.3% | 0.00% | – |
| Q1 2024 | $53,658 | +250.1% | 900 | +251.6% | 0.00% | – |
| Q4 2023 | $15,327 | -79.7% | 256 | -82.3% | 0.00% | – |
| Q3 2023 | $75,496 | +9.0% | 1,446 | +16.1% | 0.00% | – |
| Q2 2023 | $69,278 | +5.5% | 1,246 | 0.0% | 0.00% | – |
| Q1 2023 | $65,664 | -13.0% | 1,246 | -21.9% | 0.00% | – |
| Q4 2022 | $75,507 | +344.2% | 1,595 | +328.8% | 0.00% | – |
| Q3 2022 | $17,000 | -5.6% | 372 | 0.0% | 0.00% | – |
| Q2 2022 | $18,000 | -18.2% | 372 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -54.2% | 372 | -48.5% | 0.00% | – |
| Q4 2021 | $48,000 | +118.2% | 723 | +106.6% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 350 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +5.0% | 350 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +17.6% | 350 | 0.0% | 0.00% | – |
| Q3 2020 | $17,000 | +1600.0% | 350 | +900.0% | 0.00% | – |
| Q1 2020 | $1,000 | -97.7% | 35 | -97.2% | 0.00% | – |
| Q3 2017 | $43,000 | +115.0% | 1,259 | +95.2% | 0.00% | – |
| Q2 2017 | $20,000 | – | 645 | – | 0.00% | – |
Download | ||||||
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% |