ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 208 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,219,726 | -9.7% | 253,203 | -3.8% | 0.04% | -10.3% |
| Q2 2023 | $14,635,034 | +153758.6% | 263,220 | +45.8% | 0.04% | +39.3% |
| Q1 2023 | $9,512 | +92.5% | 180,486 | +72.9% | 0.03% | +75.0% |
| Q4 2022 | $4,941 | -99.9% | 104,364 | -6.5% | 0.02% | -20.0% |
| Q3 2022 | $4,976,000 | -6.0% | 111,645 | +1.1% | 0.02% | -9.1% |
| Q2 2022 | $5,292,000 | -46.6% | 110,420 | -34.2% | 0.02% | -40.5% |
| Q1 2022 | $9,906,000 | +19.9% | 167,792 | +34.2% | 0.04% | +5.7% |
| Q4 2021 | $8,261,000 | +55.4% | 125,039 | +47.6% | 0.04% | +25.0% |
| Q3 2021 | $5,316,000 | – | 84,727 | – | 0.03% | – |
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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% |