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 | $1,856 | +5.4% | 35,545 | +12.2% | 0.32% | +9.5% |
| Q2 2023 | $1,761 | +10.8% | 31,666 | +2.1% | 0.30% | +5.7% |
| Q1 2023 | $1,590 | -4.3% | 31,026 | -5.9% | 0.28% | -6.0% |
| Q4 2022 | $1,662 | -99.9% | 32,987 | +9.8% | 0.30% | +4.6% |
| Q3 2022 | $1,369,000 | +6.1% | 30,053 | +16.0% | 0.28% | +4.8% |
| Q2 2022 | $1,290,000 | -9.9% | 25,903 | +6.8% | 0.27% | -0.7% |
| Q1 2022 | $1,432,000 | -14.0% | 24,260 | -3.7% | 0.27% | -10.7% |
| Q4 2021 | $1,665,000 | +12.3% | 25,195 | +6.7% | 0.31% | +14.6% |
| Q3 2021 | $1,482,000 | -0.7% | 23,616 | +0.1% | 0.27% | -1.5% |
| Q2 2021 | $1,492,000 | +8.1% | 23,586 | +1.2% | 0.27% | +0.7% |
| Q1 2021 | $1,380,000 | +4.0% | 23,295 | +0.5% | 0.27% | -2.9% |
| Q4 2020 | $1,327,000 | +13.0% | 23,188 | -4.0% | 0.28% | +3.3% |
| Q3 2020 | $1,174,000 | +4.8% | 24,157 | -3.9% | 0.27% | +4.3% |
| Q2 2020 | $1,120,000 | +8.4% | 25,147 | -13.3% | 0.26% | -9.5% |
| Q1 2020 | $1,033,000 | -19.8% | 29,004 | -3.7% | 0.28% | -11.5% |
| Q4 2019 | $1,288,000 | +8.6% | 30,128 | -1.8% | 0.32% | -0.9% |
| Q3 2019 | $1,186,000 | -0.8% | 30,669 | -1.1% | 0.32% | -1.2% |
| Q2 2019 | $1,196,000 | 0.0% | 31,016 | -1.5% | 0.33% | -4.1% |
| Q1 2019 | $1,196,000 | +4.7% | 31,488 | -8.3% | 0.34% | -7.5% |
| Q4 2018 | $1,142,000 | -15.5% | 34,323 | -1.7% | 0.37% | -20.9% |
| Q3 2018 | $1,352,000 | +22.1% | 34,928 | +14.3% | 0.47% | +10.9% |
| Q2 2018 | $1,107,000 | +8.8% | 30,549 | +9.3% | 0.42% | +11.9% |
| Q1 2018 | $1,017,000 | +29.6% | 27,957 | +26.2% | 0.38% | +38.5% |
| Q4 2017 | $785,000 | +5.4% | 22,156 | +2.1% | 0.27% | +7.5% |
| Q3 2017 | $745,000 | +2.1% | 21,705 | -5.5% | 0.25% | -3.1% |
| Q2 2017 | $730,000 | +4.4% | 22,973 | -2.4% | 0.26% | -1.5% |
| Q1 2017 | $699,000 | -2.8% | 23,544 | -12.3% | 0.27% | -19.4% |
| Q4 2016 | $719,000 | -25.4% | 26,859 | -26.4% | 0.33% | -33.7% |
| Q3 2016 | $964,000 | +2.1% | 36,485 | -5.7% | 0.50% | +1.4% |
| Q2 2016 | $944,000 | -14.4% | 38,671 | -15.3% | 0.49% | -16.9% |
| Q1 2016 | $1,103,000 | -3.8% | 45,666 | -1.1% | 0.59% | -12.4% |
| Q4 2015 | $1,146,000 | +71.0% | 46,160 | +60.2% | 0.68% | +66.3% |
| Q3 2015 | $670,000 | -5.4% | 28,821 | +3.7% | 0.41% | +1.5% |
| Q2 2015 | $708,000 | – | 27,788 | – | 0.40% | – |
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% |