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 | $220,226 | -17.3% | 4,218 | -11.9% | 0.00% | – |
| Q2 2023 | $266,273 | -15.4% | 4,789 | -19.8% | 0.00% | – |
| Q1 2023 | $314,689 | +38.9% | 5,971 | +24.8% | 0.00% | – |
| Q4 2022 | $226,537 | -11.9% | 4,785 | -16.9% | 0.00% | – |
| Q3 2022 | $257,000 | -9.2% | 5,759 | -2.6% | 0.00% | – |
| Q2 2022 | $283,000 | -20.1% | 5,911 | -1.8% | 0.00% | – |
| Q1 2022 | $354,000 | -11.1% | 6,018 | 0.0% | 0.00% | – |
| Q4 2021 | $398,000 | +9.9% | 6,018 | +4.0% | 0.00% | – |
| Q3 2021 | $362,000 | -7.4% | 5,789 | -6.2% | 0.00% | – |
| Q2 2021 | $391,000 | +6.0% | 6,169 | -1.2% | 0.00% | – |
| Q1 2021 | $369,000 | -12.4% | 6,244 | -15.4% | 0.00% | – |
| Q4 2020 | $421,000 | +44.7% | 7,381 | +23.0% | 0.00% | – |
| Q3 2020 | $291,000 | -14.4% | 6,002 | -21.5% | 0.00% | – |
| Q2 2020 | $340,000 | +15.6% | 7,641 | -7.4% | 0.00% | – |
| Q1 2020 | $294,000 | -22.0% | 8,255 | -6.4% | 0.00% | – |
| Q4 2019 | $377,000 | +8.6% | 8,820 | -1.8% | 0.00% | – |
| Q3 2019 | $347,000 | -0.6% | 8,980 | -0.6% | 0.00% | – |
| Q2 2019 | $349,000 | +5.4% | 9,034 | +3.9% | 0.00% | – |
| Q1 2019 | $331,000 | +17.4% | 8,699 | +2.6% | 0.00% | – |
| Q4 2018 | $282,000 | -14.0% | 8,475 | +0.5% | 0.00% | – |
| Q3 2018 | $328,000 | +11.6% | 8,433 | +3.6% | 0.00% | – |
| Q2 2018 | $294,000 | +12.2% | 8,141 | +12.5% | 0.00% | – |
| Q1 2018 | $262,000 | +19.6% | 7,234 | +16.7% | 0.00% | – |
| Q4 2017 | $219,000 | +177.2% | 6,198 | +170.4% | 0.00% | – |
| Q3 2017 | $79,000 | -27.5% | 2,292 | -33.4% | 0.00% | – |
| Q2 2017 | $109,000 | – | 3,440 | – | 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% |