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 2021 | $33,000 | +6.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +138.5% | 500 | +150.0% | 0.00% | +100.0% |
| Q2 2021 | $13,000 | -64.9% | 200 | -67.6% | 0.00% | -66.7% |
| Q1 2021 | $37,000 | +236.4% | 618 | +209.0% | 0.00% | +200.0% |
| Q4 2020 | $11,000 | +10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -60.0% | 200 | -71.6% | 0.00% | -66.7% |
| Q1 2020 | $25,000 | -16.7% | 704 | -0.4% | 0.00% | 0.0% |
| Q4 2019 | $30,000 | -65.9% | 707 | -69.0% | 0.00% | -70.0% |
| Q3 2019 | $88,000 | -70.7% | 2,280 | -70.7% | 0.01% | -68.8% |
| Q2 2019 | $300,000 | +63.0% | 7,792 | +60.9% | 0.03% | -31.9% |
| Q1 2019 | $184,000 | +666.7% | 4,844 | +585.1% | 0.05% | +840.0% |
| Q4 2018 | $24,000 | +84.6% | 707 | +117.5% | 0.01% | -16.7% |
| Q3 2018 | $13,000 | -99.7% | 325 | +62.5% | 0.01% | +500.0% |
| Q4 2016 | $5,000,000 | +99900.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | – | 200 | – | 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% |