ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 212 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $346,507 | +11.6% | 5,701 | 0.0% | 0.08% | -8.8% |
| Q1 2024 | $310,419 | -6.9% | 5,701 | -0.3% | 0.09% | -12.5% |
| Q4 2023 | $333,305 | +10.6% | 5,721 | -0.3% | 0.10% | +9.5% |
| Q3 2023 | $301,407 | -9.2% | 5,740 | -1.0% | 0.10% | -8.7% |
| Q2 2023 | $332,050 | +11.0% | 5,800 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $299,222 | +5.1% | 5,800 | +1.0% | 0.10% | -1.9% |
| Q4 2022 | $284,704 | -45.1% | 5,740 | -0.1% | 0.10% | -51.4% |
| Q3 2022 | $519,000 | +81.5% | 5,744 | +0.1% | 0.22% | +39.4% |
| Q2 2022 | $286,000 | – | 5,740 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 339,282 | $18,864,088 | 11.81% |
| Essex Private Wealth Management, LLC | 30,889 | $1,717,444 | 5.90% |
| Financial Engines Advisors L.L.C. | 33,495,829 | $1,862,368,065 | 4.72% |
| VAUGHAN & Co SECURITIES, INC. | 98,797 | $5,493,097 | 3.90% |
| New England Private Wealth Advisors LLC | 329,158 | $18,305,676 | 3.70% |
| Sweet Financial Partners, LLC | 197,776 | $10,996,320 | 2.86% |
| BARRETT & COMPANY, INC. | 84,259 | $4,684,807 | 2.72% |
| Concord Wealth Partners | 161,850 | $8,998,858 | 1.94% |
| Sentinus, LLC | 90,490 | $5,031,249 | 1.59% |
| Archford Capital Strategies, LLC | 145,399 | $8,283,365 | 1.57% |