ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 231 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,610 | -6.1% | 299 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,624 | -5.0% | 299 | -9.9% | 0.00% | 0.0% |
| Q1 2023 | $17,496 | +55.3% | 332 | +39.5% | 0.00% | 0.0% |
| Q4 2022 | $11,266 | +25.2% | 238 | +16.1% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 205 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 205 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -85.2% | 205 | -83.4% | 0.00% | -80.0% |
| Q4 2021 | $81,000 | +5.2% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $77,000 | -1.3% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $78,000 | +6.8% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $73,000 | +2.8% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $71,000 | +18.3% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $60,000 | +9.1% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $55,000 | +12.2% | 1,233 | -9.7% | 0.01% | 0.0% |
| Q1 2020 | $49,000 | -24.6% | 1,365 | -10.6% | 0.01% | -16.7% |
| Q4 2019 | $65,000 | +41.3% | 1,526 | +27.6% | 0.01% | -45.5% |
| Q3 2019 | $46,000 | -99.3% | 1,196 | -99.3% | 0.01% | -98.5% |
| Q2 2019 | $7,062,000 | -2.3% | 183,094 | -3.8% | 0.72% | -4.0% |
| Q1 2019 | $7,231,000 | -53.3% | 190,378 | -59.1% | 0.74% | -59.7% |
| Q4 2018 | $15,478,000 | +182.9% | 465,182 | +229.1% | 1.85% | +20.1% |
| Q3 2018 | $5,472,000 | – | 141,335 | – | 1.54% | – |
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% |