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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,398 | -13.1% | 6,673 | -7.4% | 0.03% | -15.6% |
| Q2 2023 | $400,766 | -7.8% | 7,208 | -12.6% | 0.03% | -11.1% |
| Q1 2023 | $434,670 | -9.5% | 8,248 | -18.7% | 0.04% | -14.3% |
| Q4 2022 | $480,122 | +10.9% | 10,142 | +4.5% | 0.04% | 0.0% |
| Q3 2022 | $433,000 | -22.4% | 9,706 | -16.6% | 0.04% | -16.0% |
| Q2 2022 | $558,000 | -11.0% | 11,636 | +9.6% | 0.05% | +4.2% |
| Q1 2022 | $627,000 | -26.7% | 10,614 | -18.0% | 0.05% | -26.2% |
| Q4 2021 | $855,000 | +20.3% | 12,943 | +14.2% | 0.06% | +10.2% |
| Q3 2021 | $711,000 | +1.9% | 11,331 | +2.7% | 0.06% | -4.8% |
| Q2 2021 | $698,000 | +36.9% | 11,036 | +28.0% | 0.06% | +26.5% |
| Q1 2021 | $510,000 | +24.1% | 8,620 | +20.1% | 0.05% | +14.0% |
| Q4 2020 | $411,000 | +17.8% | 7,180 | -0.1% | 0.04% | +7.5% |
| Q3 2020 | $349,000 | +11.9% | 7,185 | +2.4% | 0.04% | -4.8% |
| Q2 2020 | $312,000 | +24.8% | 7,019 | 0.0% | 0.04% | +27.3% |
| Q1 2020 | $250,000 | -16.7% | 7,019 | 0.0% | 0.03% | -8.3% |
| Q4 2019 | $300,000 | 0.0% | 7,019 | -9.6% | 0.04% | -7.7% |
| Q3 2019 | $300,000 | +0.3% | 7,762 | 0.0% | 0.04% | -4.9% |
| Q2 2019 | $299,000 | 0.0% | 7,762 | 0.0% | 0.04% | +5.1% |
| Q1 2019 | $299,000 | +18.7% | 7,762 | 0.0% | 0.04% | -4.9% |
| Q4 2018 | $252,000 | -15.2% | 7,762 | +1.6% | 0.04% | -22.6% |
| Q3 2018 | $297,000 | +1.7% | 7,642 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $292,000 | -48.7% | 7,642 | -51.2% | 0.05% | -50.9% |
| Q1 2018 | $569,000 | – | 15,652 | – | 0.11% | – |
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% |