ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 83 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $853,000 | -18.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,051,000 | -10.6% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,176,000 | +5.3% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,117,000 | -0.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,126,000 | +6.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,054,000 | +3.4% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,019,000 | +17.8% | 17,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $865,000 | +9.2% | 17,800 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $792,000 | +122.5% | 17,800 | +78.0% | 0.00% | +100.0% |
| Q1 2020 | $356,000 | -16.8% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $428,000 | +10.6% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $387,000 | +0.3% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $386,000 | +1.6% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $380,000 | +14.1% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $333,000 | -14.0% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $387,000 | +6.9% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $362,000 | – | 10,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |