ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 220 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $364,628 | -43.6% | 6,198 | -42.9% | 0.00% | – |
Q1 2024 | $647,056 | -4.9% | 10,853 | -4.5% | 0.00% | – |
Q4 2023 | $680,602 | -8.2% | 11,368 | -20.0% | 0.00% | – |
Q3 2023 | $741,800 | -6.1% | 14,208 | 0.0% | 0.00% | – |
Q2 2023 | $789,965 | +1.6% | 14,208 | -3.7% | 0.00% | – |
Q1 2023 | $777,220 | +11.3% | 14,748 | 0.0% | 0.00% | – |
Q4 2022 | $698,170 | +69231.7% | 14,748 | -34.7% | 0.00% | – |
Q3 2022 | $1,007 | -39.0% | 22,599 | -34.4% | 0.00% | – |
Q2 2022 | $1,652 | -99.9% | 34,472 | -0.2% | 0.00% | – |
Q1 2022 | $2,040,000 | -74.2% | 34,552 | -71.1% | 0.00% | -100.0% |
Q4 2021 | $7,909,000 | +14.8% | 119,711 | +9.0% | 0.00% | +100.0% |
Q3 2021 | $6,890,000 | +28.5% | 109,817 | +29.5% | 0.00% | 0.0% |
Q2 2021 | $5,362,000 | +7.6% | 84,780 | +0.7% | 0.00% | 0.0% |
Q1 2021 | $4,983,000 | +158.7% | 84,149 | +150.1% | 0.00% | – |
Q4 2020 | $1,926,000 | +30.0% | 33,641 | -19.1% | 0.00% | -100.0% |
Q1 2020 | $1,481,000 | -37.8% | 41,600 | -36.7% | 0.00% | 0.0% |
Q2 2018 | $2,381,000 | +280.4% | 65,729 | +211.9% | 0.00% | – |
Q1 2017 | $626,000 | +206.9% | 21,076 | +177.1% | 0.00% | – |
Q4 2016 | $204,000 | -41.2% | 7,606 | -42.2% | 0.00% | – |
Q3 2016 | $347,000 | -3.1% | 13,156 | -10.2% | 0.00% | – |
Q2 2016 | $358,000 | -23.0% | 14,657 | -23.8% | 0.00% | – |
Q1 2016 | $465,000 | -22.2% | 19,245 | -20.0% | 0.00% | – |
Q4 2015 | $598,000 | -74.1% | 24,067 | -73.6% | 0.00% | -100.0% |
Q1 2015 | $2,306,000 | – | 91,131 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 339,282 | $18,864,088 | 11.81% |
Essex Private Wealth Management, LLC | 30,889 | $1,717,444 | 5.90% |
Financial Engines Advisors L.L.C. | 33,495,829 | $1,862,368,065 | 4.72% |
VAUGHAN & Co SECURITIES, INC. | 98,797 | $5,493,097 | 3.90% |
New England Private Wealth Advisors LLC | 329,158 | $18,305,676 | 3.70% |
Sweet Financial Partners, LLC | 197,776 | $10,996,320 | 2.86% |
BARRETT & COMPANY, INC. | 84,259 | $4,684,807 | 2.72% |
Concord Wealth Partners | 161,850 | $8,998,858 | 1.94% |
Sentinus, LLC | 90,490 | $5,031,249 | 1.59% |
Archford Capital Strategies, LLC | 145,399 | $8,283,365 | 1.57% |