ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 244 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,602,049 | -0.6% | 367,194 | +0.8% | 10.40% | +1.5% |
| Q1 2024 | $21,722,612 | +2.0% | 364,351 | +2.5% | 10.24% | -5.1% |
| Q4 2023 | $21,287,957 | +18.9% | 355,570 | +3.7% | 10.79% | -4.9% |
| 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 | $14,271,717 | – | 301,473 | – | 12.39% | – |
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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% |