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 | $550,299 | -6.1% | 10,540 | 0.0% | 0.55% | -2.0% |
| Q2 2023 | $586,030 | +5.5% | 10,540 | 0.0% | 0.56% | -2.5% |
| Q1 2023 | $555,452 | +11.3% | 10,540 | 0.0% | 0.57% | -0.7% |
| Q4 2022 | $498,958 | +6.2% | 10,540 | 0.0% | 0.58% | -2.0% |
| Q3 2022 | $470,000 | -6.9% | 10,540 | 0.0% | 0.59% | -6.7% |
| Q2 2022 | $505,000 | -24.2% | 10,540 | -6.6% | 0.63% | -6.7% |
| Q1 2022 | $666,000 | -41.6% | 11,284 | -34.6% | 0.67% | -37.2% |
| Q4 2021 | $1,140,000 | – | 17,252 | – | 1.07% | – |
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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% |