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 | $5,221 | -6.1% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $5,560 | +5.5% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $5,270 | +11.3% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $4,734 | +18.4% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -98.7% | 100 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $382,000 | -17.1% | 11,500 | -3.4% | 0.04% | -23.4% |
| Q3 2018 | $461,000 | +7.0% | 11,903 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $431,000 | +162.8% | 11,903 | +164.5% | 0.05% | +152.6% |
| Q1 2018 | $164,000 | – | 4,500 | – | 0.02% | – |
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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% |