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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,026,919 | +5.9% | 19,669 | +12.8% | 0.00% | – |
| Q2 2023 | $969,301 | -46.4% | 17,433 | -49.2% | 0.00% | – |
| Q1 2023 | $1,807,764 | +124.6% | 34,302 | +101.7% | 0.00% | – |
| Q4 2022 | $804,991 | +11.6% | 17,004 | +5.1% | 0.00% | – |
| Q3 2022 | $721,000 | -7.6% | 16,179 | -0.6% | 0.00% | – |
| Q2 2022 | $780,000 | -26.6% | 16,277 | -9.6% | 0.00% | – |
| Q1 2022 | $1,063,000 | +2.2% | 18,009 | +14.4% | 0.00% | – |
| Q4 2021 | $1,040,000 | +7.7% | 15,739 | +2.2% | 0.00% | – |
| Q3 2021 | $966,000 | +11.2% | 15,395 | +12.1% | 0.00% | – |
| Q2 2021 | $869,000 | +7.3% | 13,735 | +0.4% | 0.00% | – |
| Q1 2021 | $810,000 | +8.6% | 13,685 | +5.0% | 0.00% | – |
| Q4 2020 | $746,000 | +20.3% | 13,038 | +2.1% | 0.00% | – |
| Q3 2020 | $620,000 | +51.2% | 12,764 | +38.6% | 0.00% | – |
| Q2 2020 | $410,000 | +3.8% | 9,206 | -17.1% | 0.00% | – |
| Q1 2020 | $395,000 | -15.4% | 11,100 | +1.6% | 0.00% | – |
| Q4 2019 | $467,000 | +23.5% | 10,922 | +11.6% | 0.00% | – |
| Q3 2019 | $378,000 | +13.5% | 9,786 | +13.3% | 0.00% | – |
| Q2 2019 | $333,000 | +28.1% | 8,638 | +26.1% | 0.00% | – |
| Q1 2019 | $260,000 | -10.7% | 6,850 | -21.8% | 0.00% | – |
| Q4 2018 | $291,000 | +72.2% | 8,758 | +100.5% | 0.00% | – |
| Q3 2018 | $169,000 | – | 4,367 | – | 0.00% | – |
Download | ||||||
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% |