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 | $449,307 | -8.3% | 8,606 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $490,212 | -34.3% | 8,817 | -37.8% | 0.00% | -50.0% |
| Q1 2023 | $746,689 | +5.6% | 14,169 | -5.1% | 0.01% | 0.0% |
| Q4 2022 | $707,019 | +2.5% | 14,935 | -3.5% | 0.01% | -33.3% |
| Q3 2022 | $690,000 | -3.1% | 15,483 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $712,000 | -17.0% | 14,858 | +2.3% | 0.01% | -10.0% |
| Q1 2022 | $858,000 | -11.6% | 14,531 | -1.1% | 0.01% | -16.7% |
| Q4 2021 | $971,000 | +15.5% | 14,695 | +9.7% | 0.01% | +9.1% |
| Q3 2021 | $841,000 | +0.1% | 13,397 | +0.8% | 0.01% | -8.3% |
| Q2 2021 | $840,000 | +8.9% | 13,285 | +2.0% | 0.01% | -25.0% |
| Q1 2021 | $771,000 | +9.2% | 13,019 | +5.5% | 0.02% | 0.0% |
| Q4 2020 | $706,000 | +17.9% | 12,337 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $599,000 | +9.3% | 12,337 | +0.3% | 0.02% | +6.7% |
| Q2 2020 | $548,000 | +26.0% | 12,300 | +0.7% | 0.02% | +7.1% |
| Q1 2020 | $435,000 | -48.3% | 12,220 | -37.9% | 0.01% | -39.1% |
| Q4 2019 | $842,000 | +16.5% | 19,693 | +5.3% | 0.02% | +4.5% |
| Q3 2019 | $723,000 | +70.9% | 18,693 | +70.6% | 0.02% | +69.2% |
| Q2 2019 | $423,000 | – | 10,959 | – | 0.01% | – |
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% |