ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 30 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679 | -50.4% | 13 | -50.0% | 0.00% | – |
| Q1 2023 | $1,370 | +2814.9% | 26 | +2500.0% | 0.00% | – |
| Q4 2022 | $47 | -95.3% | 1 | -94.1% | 0.00% | – |
| Q3 2022 | $1,000 | -97.6% | 17 | -97.5% | 0.00% | – |
| Q1 2021 | $41,000 | +5.1% | 689 | +0.7% | 0.00% | – |
| Q4 2020 | $39,000 | +18.2% | 684 | 0.0% | 0.00% | – |
| Q3 2020 | $33,000 | -79.9% | 684 | -81.4% | 0.00% | – |
| Q2 2020 | $164,000 | +583.3% | 3,684 | +438.6% | 0.00% | – |
| Q1 2020 | $24,000 | -29.4% | 684 | -13.6% | 0.00% | – |
| Q4 2019 | $34,000 | +30.8% | 792 | +15.8% | 0.00% | – |
| Q3 2019 | $26,000 | 0.0% | 684 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 684 | 0.0% | 0.00% | – |
| Q1 2019 | $26,000 | +13.0% | 684 | 0.0% | 0.00% | – |
| Q4 2018 | $23,000 | -11.5% | 684 | 0.0% | 0.00% | – |
| Q3 2018 | $26,000 | +1200.0% | 684 | +1420.0% | 0.00% | – |
| Q3 2017 | $2,000 | +100.0% | 45 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | – | 45 | – | 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% |