WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 238 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$710,870
-0.5%
12,083
+0.9%
0.00%0.0%
Q1 2024$714,171
-17.3%
11,979
-17.0%
0.00%
-33.3%
Q4 2023$863,814
+40.6%
14,428
+22.6%
0.00%
+50.0%
Q3 2023$614,22511,7650.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 301,473$14,271,71712.39%
Essex Private Wealth Management, LLC 31,197$1,476,8865.54%
Financial Engines Advisors L.L.C. 33,165,738$1,570,066,0814.49%
VAUGHAN & Co SECURITIES, INC. 105,436$4,991,3193.98%
New England Private Wealth Advisors LLC 332,212$15,727,0783.33%
Concord Wealth Partners 230,797$10,925,9203.29%
Sweet Financial Partners, LLC 199,963$9,466,2582.78%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 131,641$6,231,8662.42%
Sentinus, LLC 65,792$3,076,4851.80%
View complete list of ISHARES TR shareholders