ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 214 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,284,655 | +12.4% | 55,833 | +13.9% | 0.06% | +9.8% |
| Q1 2024 | $2,922,215 | +1.7% | 49,014 | +2.1% | 0.05% | -5.6% |
| Q4 2023 | $2,874,728 | +22.3% | 48,016 | +6.7% | 0.05% | +10.2% |
| Q3 2023 | $2,349,925 | -3.6% | 45,009 | +2.7% | 0.05% | -2.0% |
| Q2 2023 | $2,437,232 | +51.4% | 43,835 | +43.5% | 0.05% | +42.9% |
| Q1 2023 | $1,609,774 | +17.8% | 30,546 | +5.8% | 0.04% | +9.4% |
| Q4 2022 | $1,366,957 | +17.3% | 28,875 | +10.5% | 0.03% | +39.1% |
| Q3 2022 | $1,165,000 | -57.5% | 26,134 | -54.3% | 0.02% | -56.6% |
| Q2 2022 | $2,739,000 | +318.8% | 57,147 | +416.3% | 0.05% | +341.7% |
| Q1 2022 | $654,000 | +131.1% | 11,069 | +158.7% | 0.01% | +140.0% |
| Q4 2021 | $283,000 | +25.2% | 4,279 | +18.9% | 0.01% | +25.0% |
| Q3 2021 | $226,000 | – | 3,599 | – | 0.00% | – |
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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% |