ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,421,690 | -2.7% | 199,610 | +3.6% | 0.00% | 0.0% |
| Q2 2023 | $10,710,201 | -6.8% | 192,629 | -11.7% | 0.00% | 0.0% |
| Q1 2023 | $11,490,919 | -20.5% | 218,043 | -28.6% | 0.00% | -50.0% |
| Q4 2022 | $14,452,713 | +4.1% | 305,296 | -2.0% | 0.00% | 0.0% |
| Q3 2022 | $13,885,000 | -24.0% | 311,557 | -18.3% | 0.00% | 0.0% |
| Q2 2022 | $18,276,000 | -24.1% | 381,320 | -6.5% | 0.00% | -33.3% |
| Q1 2022 | $24,071,000 | -18.2% | 407,688 | -8.5% | 0.00% | -25.0% |
| Q4 2021 | $29,434,000 | +39.0% | 445,509 | +32.0% | 0.00% | +33.3% |
| Q3 2021 | $21,176,000 | +13.7% | 337,516 | +14.6% | 0.00% | +50.0% |
| Q2 2021 | $18,621,000 | -6.9% | 294,408 | -12.8% | 0.00% | -33.3% |
| Q1 2021 | $20,004,000 | +4.7% | 337,801 | +1.2% | 0.00% | 0.0% |
| Q4 2020 | $19,106,000 | +44.3% | 333,803 | +22.5% | 0.00% | 0.0% |
| Q3 2020 | $13,239,000 | +29.6% | 272,510 | +18.7% | 0.00% | +50.0% |
| Q2 2020 | $10,218,000 | +64.8% | 229,536 | +31.9% | 0.00% | 0.0% |
| Q1 2020 | $6,199,000 | -45.5% | 174,085 | -34.6% | 0.00% | -33.3% |
| Q4 2019 | $11,376,000 | -11.5% | 266,038 | -20.0% | 0.00% | 0.0% |
| Q3 2019 | $12,849,000 | +0.8% | 332,360 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $12,749,000 | -2.9% | 330,559 | -4.3% | 0.00% | -25.0% |
| Q1 2019 | $13,127,000 | +10.8% | 345,547 | -3.0% | 0.00% | 0.0% |
| Q4 2018 | $11,849,000 | +26.5% | 356,264 | +47.3% | 0.00% | +100.0% |
| Q3 2018 | $9,365,000 | +13.6% | 241,868 | +6.3% | 0.00% | 0.0% |
| Q2 2018 | $8,246,000 | +13.1% | 227,624 | +13.6% | 0.00% | 0.0% |
| Q1 2018 | $7,288,000 | +9.3% | 200,337 | +6.5% | 0.00% | 0.0% |
| Q4 2017 | $6,665,000 | +41.6% | 188,055 | +37.1% | 0.00% | +100.0% |
| Q3 2017 | $4,707,000 | +169.9% | 137,128 | +149.8% | 0.00% | 0.0% |
| Q2 2017 | $1,744,000 | +301.8% | 54,888 | +275.9% | 0.00% | – |
| Q1 2017 | $434,000 | +520.0% | 14,600 | +463.3% | 0.00% | – |
| Q4 2016 | $70,000 | +112.1% | 2,592 | +108.7% | 0.00% | – |
| Q3 2016 | $33,000 | -17.5% | 1,242 | -24.3% | 0.00% | – |
| Q2 2016 | $40,000 | -75.8% | 1,640 | -76.0% | 0.00% | – |
| Q1 2016 | $165,000 | -10.3% | 6,837 | -8.1% | 0.00% | – |
| Q4 2015 | $184,000 | +132.9% | 7,438 | +119.1% | 0.00% | – |
| Q3 2015 | $79,000 | -83.3% | 3,395 | -81.8% | 0.00% | – |
| Q2 2015 | $474,000 | – | 18,611 | – | 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% |