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 | $2,299,684 | -3.8% | 44,168 | +2.7% | 0.03% | 0.0% |
| Q2 2023 | $2,391,078 | +29.7% | 43,005 | +23.0% | 0.03% | +34.8% |
| Q1 2023 | $1,843,182 | +199.1% | 34,975 | +168.7% | 0.02% | +155.6% |
| Q4 2022 | $616,272 | -31.7% | 13,018 | -35.8% | 0.01% | -35.7% |
| Q3 2022 | $902,000 | +16.8% | 20,273 | +54.9% | 0.01% | -6.7% |
| Q1 2021 | $772,000 | – | 13,088 | – | 0.02% | – |
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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% |