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 | $116,242 | -63.4% | 1,976 | -62.9% | 0.01% | -64.7% |
| Q1 2024 | $317,903 | -48.3% | 5,332 | -48.1% | 0.03% | -51.4% |
| Q4 2023 | $614,498 | +14.9% | 10,264 | +0.2% | 0.07% | +6.1% |
| Q3 2023 | $534,919 | -5.4% | 10,246 | +0.7% | 0.07% | -2.9% |
| Q2 2023 | $565,592 | +5.8% | 10,173 | +0.3% | 0.07% | +3.0% |
| Q1 2023 | $534,708 | -12.1% | 10,146 | -21.0% | 0.07% | -17.5% |
| Q4 2022 | $608,020 | +15.8% | 12,844 | +9.1% | 0.08% | +9.6% |
| Q3 2022 | $525,000 | +38.5% | 11,775 | +49.0% | 0.07% | +43.1% |
| Q2 2022 | $379,000 | – | 7,905 | – | 0.05% | – |
| Q3 2021 | $0 | – | 0 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 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% |