ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 301,473 | $14,271,717 | 12.39% |
| Essex Private Wealth Management, LLC | 31,197 | $1,476,886 | 5.54% |
| Financial Engines Advisors L.L.C. | 33,165,738 | $1,570,066,081 | 4.49% |
| VAUGHAN & Co SECURITIES, INC. | 105,436 | $4,991,319 | 3.98% |
| New England Private Wealth Advisors LLC | 332,212 | $15,727,078 | 3.33% |
| Concord Wealth Partners | 230,797 | $10,925,920 | 3.29% |
| Sweet Financial Partners, LLC | 199,963 | $9,466,258 | 2.78% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 131,641 | $6,231,866 | 2.42% |
| Sentinus, LLC | 65,792 | $3,076,485 | 1.80% |