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 | $6,960,120 | +0.4% | 133,310 | +7.0% | 1.10% | -1.2% |
| Q2 2023 | $6,928,952 | +8.8% | 124,621 | +3.1% | 1.11% | -34.1% |
| Q1 2023 | $6,369,775 | +2.2% | 120,869 | -8.2% | 1.69% | -30.2% |
| Q4 2022 | $6,231,866 | +12.7% | 131,641 | +6.1% | 2.42% | -3.9% |
| Q3 2022 | $5,531,000 | +14.4% | 124,108 | +23.1% | 2.52% | +12.1% |
| Q2 2022 | $4,833,000 | -20.4% | 100,844 | -1.9% | 2.24% | -4.7% |
| Q1 2022 | $6,069,000 | -41.1% | 102,794 | -34.0% | 2.36% | -47.5% |
| Q4 2021 | $10,296,000 | +32.2% | 155,837 | +25.5% | 4.49% | +13.7% |
| Q3 2021 | $7,788,000 | -6.4% | 124,139 | -5.6% | 3.95% | -11.2% |
| Q2 2021 | $8,317,000 | +23.1% | 131,490 | +15.3% | 4.44% | -1.6% |
| Q1 2021 | $6,755,000 | +213.3% | 114,068 | +202.8% | 4.52% | +181.1% |
| Q4 2020 | $2,156,000 | +38.9% | 37,668 | +17.9% | 1.61% | +14.2% |
| Q3 2020 | $1,552,000 | -7.3% | 31,940 | -15.0% | 1.41% | -15.7% |
| Q2 2020 | $1,674,000 | +67.7% | 37,591 | +34.2% | 1.67% | +112.6% |
| Q1 2020 | $998,000 | -12.2% | 28,021 | +5.4% | 0.78% | +13.9% |
| Q4 2019 | $1,137,000 | – | 26,581 | – | 0.69% | – |
Download | ||||||
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% |