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 | $566,005 | -1.3% | 9,621 | 0.0% | 0.43% | -4.0% |
| Q1 2024 | $573,603 | -9.2% | 9,621 | -8.8% | 0.45% | -15.0% |
| Q4 2023 | $631,388 | +12.5% | 10,546 | -1.9% | 0.53% | -0.2% |
| Q3 2023 | $561,046 | -6.1% | 10,746 | 0.0% | 0.53% | -0.9% |
| Q2 2023 | $597,475 | +5.5% | 10,746 | 0.0% | 0.54% | -1.1% |
| Q1 2023 | $566,309 | +11.3% | 10,746 | 0.0% | 0.54% | +4.4% |
| Q4 2022 | $508,711 | +6.2% | 10,746 | 0.0% | 0.52% | -6.6% |
| Q3 2022 | $479,000 | -8.8% | 10,746 | -1.8% | 0.56% | -3.3% |
| Q2 2022 | $525,000 | -20.9% | 10,946 | -2.7% | 0.58% | -4.2% |
| Q1 2022 | $664,000 | -13.0% | 11,246 | -2.6% | 0.60% | -12.4% |
| Q4 2021 | $763,000 | – | 11,546 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 301,473 | $14,271,717 | 12.39% |
| Essex Private Wealth Management, LLC | 31,197 | $1,476,886 | 5.54% |
| Financial Engines Advisors L.L.C. | 33,165,738 | $1,570,066,081 | 4.49% |
| VAUGHAN & Co SECURITIES, INC. | 105,436 | $4,991,319 | 3.98% |
| New England Private Wealth Advisors LLC | 332,212 | $15,727,078 | 3.33% |
| Concord Wealth Partners | 230,797 | $10,925,920 | 3.29% |
| Sweet Financial Partners, LLC | 199,963 | $9,466,258 | 2.78% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 131,641 | $6,231,866 | 2.42% |
| Sentinus, LLC | 65,792 | $3,076,485 | 1.80% |