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 | $4,211,148 | -8.0% | 80,658 | +0.5% | 0.85% | -3.0% |
| Q2 2023 | $4,576,137 | +10.7% | 80,241 | +2.3% | 0.88% | +2.5% |
| Q1 2023 | $4,133,258 | +14.6% | 78,430 | +2.9% | 0.86% | +9.5% |
| Q4 2022 | $3,608,205 | +7.2% | 76,219 | +0.9% | 0.78% | +3.3% |
| Q3 2022 | $3,367,000 | -4.7% | 75,536 | +2.4% | 0.76% | -3.0% |
| Q2 2022 | $3,534,000 | -14.9% | 73,742 | +4.8% | 0.78% | -3.7% |
| Q1 2022 | $4,155,000 | -10.3% | 70,384 | +0.4% | 0.81% | -9.4% |
| Q4 2021 | $4,633,000 | +18.5% | 70,120 | +12.5% | 0.89% | +13.8% |
| Q3 2021 | $3,911,000 | -10.5% | 62,332 | -9.8% | 0.78% | -6.2% |
| Q2 2021 | $4,372,000 | +13.6% | 69,129 | +6.4% | 0.84% | +4.2% |
| Q1 2021 | $3,847,000 | +10.3% | 64,969 | +6.6% | 0.80% | +10.3% |
| Q4 2020 | $3,489,000 | – | 60,956 | – | 0.73% | – |
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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% |