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 2021 | $460,000 | -3.2% | 7,777 | -6.4% | 0.14% | -13.7% |
Q4 2020 | $475,000 | +17.9% | 8,305 | +0.1% | 0.16% | +5.2% |
Q3 2020 | $403,000 | -12.0% | 8,298 | -19.4% | 0.15% | -20.7% |
Q2 2020 | $458,000 | +25.1% | 10,291 | +0.1% | 0.19% | -13.5% |
Q1 2020 | $366,000 | -13.9% | 10,279 | +3.4% | 0.22% | +11.5% |
Q4 2019 | $425,000 | – | 9,943 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 301,473 | $14,271,717 | 12.39% |
Essex Private Wealth Management, LLC | 31,197 | $1,476,886 | 5.54% |
Financial Engines Advisors L.L.C. | 33,165,738 | $1,570,066,081 | 4.49% |
VAUGHAN & Co SECURITIES, INC. | 105,436 | $4,991,319 | 3.98% |
New England Private Wealth Advisors LLC | 332,212 | $15,727,078 | 3.33% |
Concord Wealth Partners | 230,797 | $10,925,920 | 3.29% |
Sweet Financial Partners, LLC | 199,963 | $9,466,258 | 2.78% |
BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
AlphaCore Capital LLC | 131,641 | $6,231,866 | 2.42% |
Sentinus, LLC | 65,792 | $3,076,485 | 1.80% |