ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,515 | +0.4% | 11,636 | +6.9% | 0.00% | 0.0% |
| Q2 2023 | $605,150 | +8.2% | 10,884 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $559,464 | -0.6% | 10,616 | -10.7% | 0.00% | 0.0% |
| Q4 2022 | $562,825 | +8.7% | 11,889 | +2.3% | 0.00% | 0.0% |
| Q3 2022 | $518,000 | +3.2% | 11,626 | +11.0% | 0.00% | 0.0% |
| Q2 2022 | $502,000 | -7.7% | 10,477 | +13.8% | 0.00% | 0.0% |
| Q1 2022 | $544,000 | -6.5% | 9,206 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $582,000 | +40.2% | 8,804 | +33.1% | 0.00% | 0.0% |
| Q3 2021 | $415,000 | -0.7% | 6,617 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $418,000 | -15.6% | 6,606 | -21.1% | 0.00% | 0.0% |
| Q1 2021 | $495,000 | +62.3% | 8,369 | +57.2% | 0.00% | 0.0% |
| Q4 2020 | $305,000 | +5.9% | 5,325 | -10.2% | 0.00% | 0.0% |
| Q3 2020 | $288,000 | +8.7% | 5,927 | -0.4% | 0.00% | 0.0% |
| Q2 2020 | $265,000 | +2.7% | 5,949 | -18.1% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | +23.4% | 7,263 | +48.4% | 0.00% | 0.0% |
| Q4 2019 | $209,000 | +91.7% | 4,893 | +73.3% | 0.00% | – |
| Q3 2019 | $109,000 | +49.3% | 2,824 | +49.0% | 0.00% | – |
| Q2 2019 | $73,000 | +1.4% | 1,895 | 0.0% | 0.00% | – |
| Q1 2019 | $72,000 | +14.3% | 1,895 | 0.0% | 0.00% | – |
| Q4 2018 | $63,000 | -14.9% | 1,895 | 0.0% | 0.00% | – |
| Q3 2018 | $74,000 | +39.6% | 1,895 | +28.0% | 0.00% | – |
| Q2 2018 | $53,000 | -1.9% | 1,481 | 0.0% | 0.00% | – |
| Q1 2018 | $54,000 | +1.9% | 1,481 | 0.0% | 0.00% | – |
| Q4 2017 | $53,000 | +3.9% | 1,481 | 0.0% | 0.00% | – |
| Q3 2017 | $51,000 | +8.5% | 1,481 | 0.0% | 0.00% | – |
| Q2 2017 | $47,000 | +67.9% | 1,481 | +55.9% | 0.00% | – |
| Q1 2017 | $28,000 | +12.0% | 950 | 0.0% | 0.00% | – |
| Q4 2016 | $25,000 | +108.3% | 950 | +84.5% | 0.00% | – |
| Q1 2016 | $12,000 | – | 515 | – | 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% |