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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $596,153 | +6.3% | 12,593 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $561,000 | -6.8% | 12,593 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $602,000 | -18.9% | 12,569 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $742,000 | -16.2% | 12,569 | -6.2% | 0.00% | -25.0% |
| Q4 2021 | $885,000 | +10.2% | 13,396 | +4.6% | 0.00% | 0.0% |
| Q3 2021 | $803,000 | +0.8% | 12,802 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $797,000 | +11.2% | 12,593 | +4.1% | 0.00% | 0.0% |
| Q1 2021 | $717,000 | +20.3% | 12,102 | +16.2% | 0.00% | 0.0% |
| Q4 2020 | $596,000 | +154.7% | 10,413 | +116.5% | 0.00% | +100.0% |
| Q3 2020 | $234,000 | – | 4,809 | – | 0.00% | – |
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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% |