ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,264,584 | +2.8% | 119,988 | +9.5% | 0.41% | -4.4% |
| Q2 2023 | $6,091,491 | +43.6% | 109,559 | +36.1% | 0.43% | +32.1% |
| Q1 2023 | $4,243,079 | +18.8% | 80,513 | +6.7% | 0.33% | +9.7% |
| Q4 2022 | $3,571,036 | +7.1% | 75,433 | +0.9% | 0.30% | -15.1% |
| Q3 2022 | $3,333,000 | +26.8% | 74,777 | +36.3% | 0.35% | +47.5% |
| Q2 2022 | $2,629,000 | +41.4% | 54,852 | +74.2% | 0.24% | +57.6% |
| Q1 2022 | $1,859,000 | +308.6% | 31,483 | +356.9% | 0.15% | +357.6% |
| Q4 2021 | $455,000 | +77.0% | 6,891 | +68.5% | 0.03% | +50.0% |
| Q3 2021 | $257,000 | +6325.0% | 4,089 | +3550.9% | 0.02% | +633.3% |
| Q1 2020 | $4,000 | – | 112 | – | 0.00% | – |
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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% |