Alpha Financial Advisors, LLC - ISHARES TR ownership

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
Alpha Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,905,879
-5.1%
342,959
+1.1%
11.34%
-4.0%
Q2 2023$18,864,088
+10.6%
339,282
+4.9%
11.81%
-0.2%
Q1 2023$17,049,180
+19.5%
323,514
+7.3%
11.84%
-4.5%
Q4 2022$14,271,717301,47312.39%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,506,041$86,206,00012.49%
Beaumont Asset Management, L.L.C. 106,090$6,072,0005.47%
Financial Engines Advisors L.L.C. 27,270,716$1,561,268,0005.32%
TOBIAS FINANCIAL ADVISORS, INC. 193,153$11,056,0005.06%
New England Private Wealth Advisors LLC 333,573$19,090,0004.19%
Essex Private Wealth Management, LLC 48,814$2,794,0002.73%
CFS Investment Advisory Services, LLC 226,166$12,946,0002.06%
AlphaCore Capital LLC 37,668$2,156,0001.61%
REDW Wealth LLC 73,185$4,189,0001.55%
ASSET MANAGEMENT CORP /IL/ /ADV 45,743$2,710,0001.51%
View complete list of ISHARES TR shareholders