ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684,891 | -5.9% | 13,118 | +0.2% | 0.06% | 0.0% |
| Q2 2023 | $727,582 | +6.9% | 13,086 | +1.3% | 0.06% | -24.0% |
| Q1 2023 | $680,568 | +10.1% | 12,914 | -1.1% | 0.08% | +5.6% |
| Q4 2022 | $618,260 | +4.8% | 13,060 | -1.3% | 0.07% | -2.7% |
| Q3 2022 | $590,000 | -9.0% | 13,235 | -2.1% | 0.07% | -3.9% |
| Q2 2022 | $648,000 | -27.7% | 13,513 | -10.9% | 0.08% | -15.6% |
| Q1 2022 | $896,000 | -7.2% | 15,173 | +3.8% | 0.09% | 0.0% |
| Q4 2021 | $966,000 | +11.9% | 14,622 | +6.3% | 0.09% | +9.8% |
| Q3 2021 | $863,000 | +2.4% | 13,753 | +3.2% | 0.08% | +2.5% |
| Q2 2021 | $843,000 | +89.0% | 13,325 | +77.1% | 0.08% | +77.8% |
| Q1 2021 | $446,000 | +29.7% | 7,523 | +25.1% | 0.04% | +21.6% |
| Q4 2020 | $344,000 | +45.1% | 6,015 | +31.9% | 0.04% | +32.1% |
| Q3 2020 | $237,000 | – | 4,560 | – | 0.03% | – |
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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% |