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 | $287,000 | +4.0% | 4,587 | +4.0% | 0.08% | 0.0% |
| Q3 2021 | $276,000 | -10.7% | 4,411 | -10.0% | 0.08% | -37.6% |
| Q2 2021 | $309,000 | -16.3% | 4,901 | -21.4% | 0.12% | +8.7% |
| Q1 2021 | $369,000 | -5.6% | 6,234 | -8.9% | 0.12% | -31.1% |
| Q4 2020 | $391,000 | +13.0% | 6,841 | -4.1% | 0.17% | +8.4% |
| Q3 2020 | $346,000 | +7.5% | 7,133 | -1.5% | 0.15% | +13.2% |
| Q2 2020 | $322,000 | +26.8% | 7,243 | +1.2% | 0.14% | +20.4% |
| Q1 2020 | $254,000 | +8.1% | 7,159 | +29.9% | 0.11% | +31.4% |
| Q4 2019 | $235,000 | +16.9% | 5,510 | +5.8% | 0.09% | +7.5% |
| Q3 2019 | $201,000 | – | 5,208 | – | 0.08% | – |
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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% |