ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 244 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $252,636 | -6.6% | 4,237 | -6.2% | 0.00% | 0.0% |
| Q4 2023 | $270,350 | -42.9% | 4,516 | -50.2% | 0.00% | -57.1% |
| Q3 2023 | $473,669 | -2.4% | 9,072 | +3.9% | 0.01% | 0.0% |
| Q2 2023 | $485,465 | +129.6% | 8,731 | +117.6% | 0.01% | +133.3% |
| Q1 2023 | $211,438 | +3.6% | 4,012 | -7.0% | 0.00% | 0.0% |
| Q4 2022 | $204,135 | -3.8% | 4,312 | -9.4% | 0.00% | -25.0% |
| Q3 2022 | $212,136 | -19.3% | 4,760 | -13.2% | 0.00% | -20.0% |
| Q2 2022 | $263,000 | – | 5,484 | – | 0.01% | – |
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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% |