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 | $469,560 | -11.3% | 9,176 | -3.1% | 0.10% | -9.3% |
| Q2 2023 | $529,437 | -2.4% | 9,471 | -8.0% | 0.11% | -11.6% |
| Q1 2023 | $542,626 | -7.5% | 10,297 | -6.5% | 0.12% | -6.2% |
| Q4 2022 | $586,648 | +6.7% | 11,013 | -10.8% | 0.13% | -11.0% |
| Q3 2022 | $550,000 | -6.6% | 12,344 | +0.4% | 0.14% | -2.0% |
| Q2 2022 | $589,000 | -16.5% | 12,294 | +2.9% | 0.15% | -3.3% |
| Q1 2022 | $705,000 | -8.4% | 11,948 | -7.8% | 0.15% | -8.9% |
| Q4 2021 | $770,000 | +136.2% | 12,960 | +149.1% | 0.17% | +118.2% |
| Q3 2021 | $326,000 | +5.5% | 5,202 | +6.6% | 0.08% | -3.8% |
| Q2 2021 | $309,000 | +6.2% | 4,878 | -0.7% | 0.08% | -3.6% |
| Q1 2021 | $291,000 | -1.4% | 4,910 | +1.1% | 0.08% | -5.7% |
| Q4 2020 | $295,000 | – | 4,857 | – | 0.09% | – |
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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% |