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 | $163 | -9.4% | 3,116 | -3.9% | 0.01% | -12.5% |
| Q2 2023 | $180 | -5.3% | 3,241 | -10.1% | 0.02% | +6.7% |
| Q1 2023 | $190 | +11.1% | 3,607 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $171 | -99.9% | 3,607 | -0.7% | 0.02% | 0.0% |
| Q3 2022 | $162,000 | -12.4% | 3,632 | -5.7% | 0.02% | -11.1% |
| Q2 2022 | $185,000 | -12.3% | 3,853 | +8.0% | 0.02% | +5.9% |
| Q1 2022 | $211,000 | -4.1% | 3,567 | +7.2% | 0.02% | 0.0% |
| Q4 2021 | $220,000 | +7.3% | 3,327 | +1.7% | 0.02% | 0.0% |
| Q3 2021 | $205,000 | -13.9% | 3,270 | -13.3% | 0.02% | -15.0% |
| Q2 2021 | $238,000 | +8.7% | 3,770 | +1.8% | 0.02% | -9.1% |
| Q1 2021 | $219,000 | +17.7% | 3,702 | +14.0% | 0.02% | +10.0% |
| Q4 2020 | $186,000 | +35.8% | 3,247 | +14.9% | 0.02% | +5.3% |
| Q3 2020 | $137,000 | +705.9% | 2,826 | +496.2% | 0.02% | +850.0% |
| Q2 2018 | $17,000 | – | 474 | – | 0.00% | – |
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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% |