ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $26,011,000 | +1.6% | 717,944 | +2.1% | 1.13% | +1.3% |
| Q1 2018 | $25,590,000 | +10.3% | 703,400 | -5.5% | 1.12% | -23.0% |
| Q4 2017 | $23,206,000 | -2.5% | 744,496 | -2.5% | 1.45% | +5.8% |
| Q3 2017 | $23,809,000 | -6.3% | 763,849 | -6.3% | 1.37% | -9.6% |
| Q2 2017 | $25,419,000 | +2.9% | 815,498 | -2.0% | 1.51% | -7.6% |
| Q1 2017 | $24,712,000 | – | 832,058 | – | 1.64% | – |
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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% |