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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,019,639 | -11.3% | 38,683 | -5.5% | 0.01% | -50.0% |
| Q2 2023 | $2,276,709 | -0.9% | 40,948 | -6.1% | 0.01% | +140.0% |
| Q1 2023 | $2,298,142 | +11.9% | 43,608 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $2,054,035 | -4.7% | 43,389 | -10.3% | 0.01% | -16.7% |
| Q3 2022 | $2,156,000 | -2.0% | 48,369 | +5.4% | 0.01% | 0.0% |
| Q2 2022 | $2,200,000 | -21.6% | 45,905 | -3.4% | 0.01% | 0.0% |
| Q1 2022 | $2,805,000 | -0.0% | 47,508 | +11.9% | 0.01% | 0.0% |
| Q4 2021 | $2,806,000 | +78.7% | 42,465 | +69.7% | 0.01% | +50.0% |
| Q3 2021 | $1,570,000 | +11.6% | 25,024 | +12.5% | 0.00% | 0.0% |
| Q2 2021 | $1,407,000 | +27.1% | 22,241 | +19.0% | 0.00% | 0.0% |
| Q1 2021 | $1,107,000 | +6.3% | 18,689 | +2.8% | 0.00% | +33.3% |
| Q4 2020 | $1,041,000 | +19.2% | 18,185 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $873,000 | +22.6% | 17,961 | +12.3% | 0.00% | 0.0% |
| Q2 2020 | $712,000 | +72.0% | 15,995 | +37.4% | 0.00% | +50.0% |
| Q1 2020 | $414,000 | – | 11,638 | – | 0.00% | – |
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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% |