ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 83 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,002 | -6.1% | 12,354 | 0.0% | 0.16% | -6.6% |
| Q2 2023 | $686,882 | +7.3% | 12,354 | 0.0% | 0.17% | -1.8% |
| Q1 2023 | $640,061 | +9.4% | 12,354 | 0.0% | 0.17% | +9.7% |
| Q4 2022 | $584,838 | +4.1% | 12,354 | -2.0% | 0.15% | -7.8% |
| Q3 2022 | $562,000 | -25.4% | 12,604 | -13.0% | 0.17% | -13.0% |
| Q2 2022 | $753,000 | -11.9% | 14,481 | 0.0% | 0.19% | -5.9% |
| Q1 2022 | $855,000 | +42650.0% | 14,481 | +22885.7% | 0.20% | +20300.0% |
| Q2 2018 | $2,000 | – | 63 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |