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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $245,000 | -17.5% | 4,150 | -7.6% | 0.02% | -16.7% |
| Q4 2021 | $297,000 | +6.1% | 4,490 | +0.1% | 0.02% | 0.0% |
| Q3 2021 | $280,000 | -14.4% | 4,485 | -13.3% | 0.02% | -21.7% |
| Q2 2021 | $327,000 | +9.4% | 5,175 | +2.2% | 0.02% | 0.0% |
| Q1 2021 | $299,000 | +7.9% | 5,065 | +4.6% | 0.02% | 0.0% |
| Q4 2020 | $277,000 | -3.8% | 4,840 | -18.3% | 0.02% | -14.8% |
| Q3 2020 | $288,000 | -3.7% | 5,925 | -13.3% | 0.03% | -15.6% |
| Q2 2020 | $299,000 | +27.8% | 6,835 | +3.8% | 0.03% | -5.9% |
| Q1 2020 | $234,000 | -4.1% | 6,585 | +11.6% | 0.03% | +41.7% |
| Q4 2019 | $244,000 | -17.8% | 5,901 | -21.2% | 0.02% | -27.3% |
| Q3 2019 | $297,000 | -12.4% | 7,492 | -13.2% | 0.03% | -23.3% |
| Q2 2019 | $339,000 | 0.0% | 8,627 | -3.4% | 0.04% | -6.5% |
| Q1 2019 | $339,000 | +8.0% | 8,927 | -5.1% | 0.05% | -6.1% |
| Q4 2018 | $314,000 | -5.7% | 9,403 | +12.3% | 0.05% | +19.5% |
| Q3 2018 | $333,000 | – | 8,375 | – | 0.04% | – |
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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% |