ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,430 | -6.0% | 27,380 | 0.0% | 0.08% | -21.0% |
| Q2 2023 | $1,522 | +5.5% | 27,380 | 0.0% | 0.10% | +16.3% |
| Q1 2023 | $1,442 | +11.3% | 27,380 | 0.0% | 0.09% | +14.7% |
| Q4 2022 | $1,296 | -99.9% | 27,380 | 0.0% | 0.08% | -9.6% |
| Q3 2022 | $1,220,000 | -7.0% | 27,380 | 0.0% | 0.08% | -4.6% |
| Q2 2022 | $1,312,000 | -18.9% | 27,380 | 0.0% | 0.09% | -11.2% |
| Q1 2022 | $1,617,000 | -10.6% | 27,380 | 0.0% | 0.10% | -12.5% |
| Q4 2021 | $1,809,000 | +54.2% | 27,380 | +46.5% | 0.11% | -5.9% |
| Q3 2021 | $1,173,000 | +220.5% | 18,695 | +223.4% | 0.12% | +310.3% |
| Q2 2021 | $366,000 | – | 5,780 | – | 0.03% | – |
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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% |