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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,494,098 | +354.1% | 28,351 | +313.2% | 0.00% | – |
| Q2 2022 | $329,000 | -81.5% | 6,861 | -77.3% | 0.00% | – |
| Q1 2022 | $1,781,000 | -55.6% | 30,166 | -50.3% | 0.00% | -100.0% |
| Q4 2021 | $4,009,000 | +2.2% | 60,684 | -11.4% | 0.00% | 0.0% |
| Q4 2020 | $3,921,000 | -43.4% | 68,495 | -52.0% | 0.00% | -50.0% |
| Q3 2020 | $6,930,000 | +182.1% | 142,656 | +106.7% | 0.00% | +100.0% |
| Q1 2020 | $2,457,000 | -58.5% | 69,003 | -50.2% | 0.00% | -66.7% |
| Q4 2019 | $5,921,000 | +131.8% | 138,477 | +109.8% | 0.00% | +200.0% |
| Q3 2019 | $2,554,000 | -1.3% | 66,011 | -15.1% | 0.00% | 0.0% |
| Q4 2018 | $2,588,000 | -73.7% | 77,753 | -69.4% | 0.00% | -75.0% |
| Q3 2018 | $9,832,000 | +269.9% | 253,788 | +245.6% | 0.00% | +300.0% |
| Q2 2018 | $2,658,000 | -10.9% | 73,435 | -12.7% | 0.00% | -50.0% |
| Q4 2017 | $2,982,000 | +167.0% | 84,112 | +158.6% | 0.00% | +100.0% |
| Q3 2017 | $1,117,000 | -68.1% | 32,523 | -72.4% | 0.00% | -66.7% |
| Q1 2017 | $3,501,000 | – | 117,887 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 301,473 | $14,271,717 | 12.39% |
| Essex Private Wealth Management, LLC | 31,197 | $1,476,886 | 5.54% |
| Financial Engines Advisors L.L.C. | 33,165,738 | $1,570,066,081 | 4.49% |
| VAUGHAN & Co SECURITIES, INC. | 105,436 | $4,991,319 | 3.98% |
| New England Private Wealth Advisors LLC | 332,212 | $15,727,078 | 3.33% |
| Concord Wealth Partners | 230,797 | $10,925,920 | 3.29% |
| Sweet Financial Partners, LLC | 199,963 | $9,466,258 | 2.78% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 131,641 | $6,231,866 | 2.42% |
| Sentinus, LLC | 65,792 | $3,076,485 | 1.80% |