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 | $530,859 | -14.2% | 10,168 | +1111.9% | 0.01% | -11.1% |
| Q2 2023 | $618,426 | +5.3% | 839 | -70.2% | 0.01% | -10.0% |
| Q1 2023 | $587,057 | -18.6% | 2,814 | -81.5% | 0.01% | -23.1% |
| Q4 2022 | $721,615 | -5.5% | 15,243 | -10.9% | 0.01% | -23.5% |
| Q3 2022 | $764,000 | -14.6% | 17,100 | -8.4% | 0.02% | -15.0% |
| Q2 2022 | $895,000 | -30.0% | 18,659 | -13.9% | 0.02% | -28.6% |
| Q1 2022 | $1,278,000 | -30.6% | 21,678 | -22.2% | 0.03% | -36.4% |
| Q4 2021 | $1,842,000 | +2.6% | 27,875 | -2.6% | 0.04% | -10.2% |
| Q3 2021 | $1,796,000 | -3.5% | 28,628 | -2.8% | 0.05% | -5.8% |
| Q2 2021 | $1,862,000 | +1.6% | 29,444 | -4.8% | 0.05% | -10.3% |
| Q1 2021 | $1,832,000 | +21.6% | 30,932 | +17.5% | 0.06% | +9.4% |
| Q4 2020 | $1,507,000 | +3.2% | 26,325 | -12.4% | 0.05% | -15.9% |
| Q3 2020 | $1,460,000 | -33.2% | 30,048 | -38.8% | 0.06% | -32.3% |
| Q2 2020 | $2,186,000 | -34.3% | 49,110 | -47.4% | 0.09% | -42.9% |
| Q1 2020 | $3,326,000 | -58.9% | 93,393 | -50.6% | 0.16% | -51.1% |
| Q4 2019 | $8,086,000 | -18.8% | 189,100 | -26.6% | 0.33% | -32.6% |
| Q3 2019 | $9,954,000 | – | 257,479 | – | 0.49% | – |
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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% |