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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $244,000 | -14.7% | 6,861 | +2.7% | 0.06% | +3.4% |
| Q4 2019 | $286,000 | +35.5% | 6,682 | +22.5% | 0.06% | +28.3% |
| Q3 2019 | $211,000 | +4.5% | 5,456 | +4.1% | 0.05% | -2.1% |
| Q2 2019 | $202,000 | +6.9% | 5,241 | +5.1% | 0.05% | +2.2% |
| Q1 2019 | $189,000 | -61.5% | 4,988 | -66.2% | 0.05% | -67.4% |
| Q4 2018 | $491,000 | -13.6% | 14,752 | +0.5% | 0.14% | -9.0% |
| Q3 2018 | $568,000 | +31.2% | 14,672 | +22.9% | 0.16% | +17.4% |
| Q2 2018 | $433,000 | +21.6% | 11,942 | +21.9% | 0.13% | +16.8% |
| Q1 2018 | $356,000 | +23.6% | 9,797 | +20.7% | 0.11% | +18.9% |
| Q4 2017 | $288,000 | – | 8,118 | – | 0.10% | – |
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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% |