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 | $326,248 | -0.5% | 6,249 | +5.9% | 0.01% | 0.0% |
| Q2 2023 | $327,971 | +0.5% | 5,899 | -4.7% | 0.01% | -12.5% |
| Q1 2023 | $326,377 | +0.7% | 6,193 | -9.5% | 0.01% | -11.1% |
| Q4 2022 | $323,958 | +6.6% | 6,843 | +0.2% | 0.01% | -18.2% |
| Q3 2022 | $304,000 | -7.3% | 6,832 | -0.0% | 0.01% | -21.4% |
| Q2 2022 | $328,000 | -21.3% | 6,833 | -3.2% | 0.01% | -12.5% |
| Q1 2022 | $417,000 | -11.7% | 7,060 | -1.3% | 0.02% | -5.9% |
| Q4 2021 | $472,000 | +7.5% | 7,150 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $439,000 | +5.0% | 7,001 | +6.0% | 0.02% | 0.0% |
| Q2 2021 | $418,000 | +13.9% | 6,606 | +6.7% | 0.02% | 0.0% |
| Q1 2021 | $367,000 | +4.6% | 6,189 | +0.9% | 0.02% | -5.6% |
| Q4 2020 | $351,000 | +27.6% | 6,134 | +8.5% | 0.02% | -5.3% |
| Q3 2020 | $275,000 | – | 5,652 | – | 0.02% | – |
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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% |