ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 220 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $230,826 | -11.0% | 4,380 | -20.1% | 0.12% | -5.7% |
| Q4 2022 | $259,423 | +22.9% | 5,480 | +15.9% | 0.12% | +5.2% |
| Q3 2022 | $211,000 | -19.8% | 4,730 | -13.7% | 0.12% | -15.3% |
| Q2 2022 | $263,000 | -18.8% | 5,480 | 0.0% | 0.14% | -17.5% |
| Q1 2022 | $324,000 | -72.8% | 5,480 | -69.5% | 0.17% | -14.4% |
| Q4 2021 | $1,189,000 | – | 17,990 | – | 0.19% | – |
Download | ||||||
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% |