ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 204 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26 | -3.7% | 492 | 0.0% | 0.00% | – |
| Q2 2023 | $27 | +3.8% | 492 | 0.0% | 0.00% | – |
| Q1 2023 | $26 | +13.0% | 492 | 0.0% | 0.00% | – |
| Q4 2022 | $23 | -99.9% | 492 | 0.0% | 0.00% | – |
| Q3 2022 | $22,000 | -8.3% | 492 | 0.0% | 0.00% | – |
| Q2 2022 | $24,000 | -17.2% | 492 | 0.0% | 0.00% | – |
| Q1 2022 | $29,000 | -56.1% | 492 | -50.0% | 0.00% | – |
| Q4 2021 | $66,000 | -98.0% | 984 | -98.1% | 0.00% | -100.0% |
| Q3 2021 | $3,231,000 | +33.0% | 51,494 | +34.1% | 0.00% | 0.0% |
| Q2 2021 | $2,430,000 | – | 38,413 | – | 0.00% | – |
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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% |