ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,872,000 | +10.3% | 45,913 | +4.7% | 0.01% | 0.0% |
| Q3 2019 | $1,697,000 | +7.4% | 43,868 | +7.2% | 0.01% | +9.1% |
| Q2 2019 | $1,580,000 | +15.9% | 40,933 | +14.5% | 0.01% | +10.0% |
| Q1 2019 | $1,363,000 | -19.1% | 35,738 | -29.2% | 0.01% | -33.3% |
| Q4 2018 | $1,685,000 | -20.7% | 50,493 | -7.9% | 0.02% | -16.7% |
| Q3 2018 | $2,126,000 | +216.8% | 54,838 | +197.0% | 0.02% | +200.0% |
| Q2 2018 | $671,000 | 0.0% | 18,467 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $671,000 | +32.6% | 18,467 | +29.1% | 0.01% | +20.0% |
| Q4 2017 | $506,000 | -16.1% | 14,300 | -18.6% | 0.01% | -28.6% |
| Q3 2017 | $603,000 | +19.9% | 17,572 | +11.0% | 0.01% | +16.7% |
| Q2 2017 | $503,000 | +85.6% | 15,836 | +73.4% | 0.01% | +100.0% |
| Q1 2017 | $271,000 | +3771.4% | 9,131 | +3657.6% | 0.00% | – |
| Q4 2016 | $7,000 | +16.7% | 243 | +0.4% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 242 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | 0.0% | 242 | +0.8% | 0.00% | – |
| Q1 2016 | $6,000 | -45.5% | 240 | -47.1% | 0.00% | – |
| Q4 2015 | $11,000 | +120.0% | 454 | +99.1% | 0.00% | – |
| Q3 2015 | $5,000 | -16.7% | 228 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | – | 228 | – | 0.00% | – |
Download | ||||||
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% |