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 | $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 ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |