ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 244 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,689,907 | -4.6% | 113,716 | -3.3% | 1.08% | -7.9% |
| Q1 2024 | $7,012,062 | -15.6% | 117,613 | -15.3% | 1.18% | -22.6% |
| Q4 2023 | $8,311,248 | +11.6% | 138,822 | -2.7% | 1.52% | +2.1% |
| Q3 2023 | $7,445,718 | -10.1% | 142,611 | -1.9% | 1.49% | -5.2% |
| Q2 2023 | $8,283,365 | +13.6% | 145,399 | +2.1% | 1.57% | +3.4% |
| Q1 2023 | $7,290,740 | +43.2% | 142,397 | +32.4% | 1.52% | +29.8% |
| Q4 2022 | $5,092,092 | +12.3% | 107,564 | +5.7% | 1.17% | +0.1% |
| Q3 2022 | $4,534,000 | -4.3% | 101,727 | +2.9% | 1.17% | -1.8% |
| Q2 2022 | $4,737,000 | -14.4% | 98,832 | +5.3% | 1.19% | -3.5% |
| Q1 2022 | $5,535,000 | +11.6% | 93,874 | +25.1% | 1.23% | +8.8% |
| Q4 2021 | $4,959,000 | +8.3% | 75,064 | +2.9% | 1.13% | +5.1% |
| Q3 2021 | $4,578,000 | +7.4% | 72,960 | +8.3% | 1.08% | +1.0% |
| Q2 2021 | $4,261,000 | +67.3% | 67,373 | +63.1% | 1.07% | +57.8% |
| Q1 2021 | $2,547,000 | +33.0% | 41,313 | +28.2% | 0.68% | +53.9% |
| Q4 2020 | $1,915,000 | – | 32,233 | – | 0.44% | – |
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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% |