ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 42,504,287 | $1,614,738,000 | 8.81% |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 268,668 | $10,207,000 | 7.83% |
| REDW Wealth LLC | 286,830 | $10,896,000 | 6.69% |
| New England Private Wealth Advisors LLC | 353,147 | $13,418,000 | 3.48% |
| Ruggie Capital Group | 51,302 | $1,949,000 | 2.30% |
| PACIFIC FINANCIAL GROUP INC | 298,410 | $11,337,000 | 1.38% |
| Donoghue Forlines LLC | 264,588 | $10,060,000 | 1.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 190,378 | $7,231,000 | 0.74% |
| Mathes Company, Inc. | 34,125 | $1,296,000 | 0.66% |
| WINTRUST INVESTMENTS LLC | 77,186 | $2,932,000 | 0.48% |