ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,161,529 | -3.1% | 87,736 | -1.8% | 2.34% | -7.4% |
| Q1 2024 | $5,328,927 | +3.1% | 89,382 | +3.6% | 2.52% | -9.8% |
| Q4 2023 | $5,166,334 | +16.1% | 86,293 | +1.2% | 2.80% | +6.7% |
| Q3 2023 | $4,450,659 | -5.0% | 85,245 | +1.2% | 2.62% | -3.5% |
| Q2 2023 | $4,684,807 | +3.9% | 84,259 | -1.5% | 2.72% | -4.9% |
| Q1 2023 | $4,510,020 | +12.0% | 85,579 | +0.6% | 2.86% | +7.4% |
| Q4 2022 | $4,026,824 | 0.0% | 85,062 | 0.0% | 2.66% | 0.0% |
| Q3 2022 | $4,026,824 | – | 85,062 | – | 2.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 339,282 | $18,864,088 | 11.81% |
| Essex Private Wealth Management, LLC | 30,889 | $1,717,444 | 5.90% |
| Financial Engines Advisors L.L.C. | 33,495,829 | $1,862,368,065 | 4.72% |
| VAUGHAN & Co SECURITIES, INC. | 98,797 | $5,493,097 | 3.90% |
| New England Private Wealth Advisors LLC | 329,158 | $18,305,676 | 3.70% |
| Sweet Financial Partners, LLC | 197,776 | $10,996,320 | 2.86% |
| BARRETT & COMPANY, INC. | 84,259 | $4,684,807 | 2.72% |
| Concord Wealth Partners | 161,850 | $8,998,858 | 1.94% |
| Sentinus, LLC | 90,490 | $5,031,249 | 1.59% |
| Archford Capital Strategies, LLC | 145,399 | $8,283,365 | 1.57% |