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 | $372,432 | -6.3% | 7,134 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $397,667 | +8.4% | 7,153 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $366,783 | -7.3% | 6,959 | -16.7% | 0.01% | -11.1% |
| Q4 2022 | $395,730 | +93.0% | 8,359 | +81.8% | 0.01% | +80.0% |
| Q3 2022 | $205,000 | -6.4% | 4,599 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $219,000 | -15.4% | 4,566 | +4.3% | 0.01% | 0.0% |
| Q1 2022 | $259,000 | +23.9% | 4,378 | -18.7% | 0.01% | -37.5% |
| Q3 2019 | $209,000 | – | 5,385 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 342,959 | $17,905,879 | 11.34% |
| Essex Private Wealth Management, LLC | 29,793 | $1,555,507 | 5.31% |
| Financial Engines Advisors L.L.C. | 33,439,651 | $1,745,884,183 | 4.59% |
| VAUGHAN & Co SECURITIES, INC. | 99,118 | $5,174,935 | 3.84% |
| New England Private Wealth Advisors LLC | 339,630 | $17,748,770 | 3.70% |
| Sweet Financial Partners, LLC | 196,079 | $10,237,292 | 2.71% |
| BARRETT & COMPANY, INC. | 85,245 | $4,450,659 | 2.62% |
| Concord Wealth Partners | 147,563 | $7,704,248 | 1.64% |
| Archford Capital Strategies, LLC | 142,611 | $7,445,718 | 1.49% |
| Stratos Investment Management, LLC | 153,294 | $8,003,530 | 1.20% |