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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,130 | -7.9% | 117,403 | -1.9% | 0.02% | -4.8% |
| Q2 2023 | $6,655 | +4.0% | 119,690 | -1.4% | 0.02% | -4.5% |
| Q1 2023 | $6,397 | +12.6% | 121,389 | +1.2% | 0.02% | +10.0% |
| Q4 2022 | $5,680 | -99.9% | 119,993 | +1.3% | 0.02% | 0.0% |
| Q3 2022 | $5,279,000 | -7.2% | 118,436 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $5,688,000 | -18.0% | 118,680 | +1.0% | 0.02% | -9.1% |
| Q1 2022 | $6,937,000 | -12.9% | 117,502 | -2.5% | 0.02% | -4.3% |
| Q4 2021 | $7,964,000 | +6.2% | 120,534 | +0.8% | 0.02% | -8.0% |
| Q3 2021 | $7,499,000 | -1.2% | 119,530 | -0.4% | 0.02% | +19.0% |
| Q2 2021 | $7,588,000 | +7.0% | 119,962 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $7,092,000 | +2.9% | 119,753 | -0.6% | 0.02% | -4.5% |
| Q4 2020 | $6,894,000 | +23.8% | 120,436 | +5.0% | 0.02% | -8.3% |
| Q3 2020 | $5,570,000 | +8.3% | 114,666 | -0.7% | 0.02% | +4.3% |
| Q2 2020 | $5,141,000 | +27.5% | 115,483 | +2.0% | 0.02% | +9.5% |
| Q1 2020 | $4,032,000 | -16.1% | 113,220 | +0.8% | 0.02% | +5.0% |
| Q4 2019 | $4,805,000 | +13.3% | 112,368 | +2.4% | 0.02% | +5.3% |
| Q3 2019 | $4,240,000 | +2.4% | 109,682 | +2.2% | 0.02% | +5.6% |
| Q2 2019 | $4,139,000 | +6.0% | 107,302 | +4.4% | 0.02% | 0.0% |
| Q1 2019 | $3,905,000 | – | 102,783 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |