ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 243 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163 | -9.4% | 3,116 | -3.9% | 0.01% | -12.5% |
| Q2 2023 | $180 | -5.3% | 3,241 | -10.1% | 0.02% | +6.7% |
| Q1 2023 | $190 | +11.1% | 3,607 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $171 | -99.9% | 3,607 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $162,000 | -12.4% | 3,632 | -5.7% | 0.02% | -11.1% |
| Q2 2022 | $185,000 | -12.3% | 3,853 | +8.0% | 0.02% | +5.9% |
| Q1 2022 | $211,000 | -4.1% | 3,567 | +7.2% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +7.3% | 3,327 | +1.7% | 0.02% | 0.0% |
| Q3 2021 | $205,000 | -13.9% | 3,270 | -13.3% | 0.02% | -15.0% |
| Q2 2021 | $238,000 | +8.7% | 3,770 | +1.8% | 0.02% | -9.1% |
| Q1 2021 | $219,000 | +17.7% | 3,702 | +14.0% | 0.02% | +10.0% |
| Q4 2020 | $186,000 | +35.8% | 3,247 | +14.9% | 0.02% | +5.3% |
| Q3 2020 | $137,000 | +705.9% | 2,826 | +496.2% | 0.02% | +850.0% |
| Q2 2018 | $17,000 | – | 474 | – | 0.00% | – |
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% |