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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $236,939 | +1.4% | 4,496 | -8.9% | 0.04% | -9.3% |
| Q4 2022 | $233,718 | -39.8% | 4,937 | -43.3% | 0.04% | -54.7% |
| Q3 2022 | $388,000 | -19.2% | 8,713 | -13.0% | 0.10% | -10.4% |
| Q2 2022 | $480,000 | -88.6% | 10,015 | -85.9% | 0.11% | -87.7% |
| Q1 2022 | $4,194,000 | +2.7% | 71,036 | +15.0% | 0.86% | -0.7% |
| Q4 2021 | $4,083,000 | -43.3% | 61,792 | -46.2% | 0.87% | -52.6% |
| Q3 2021 | $7,204,000 | +1.8% | 114,829 | +2.7% | 1.84% | -4.8% |
| Q2 2021 | $7,074,000 | – | 111,842 | – | 1.93% | – |
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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% |