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 | $668,000 | -10.6% | 11,309 | 0.0% | 0.48% | +24.0% |
| Q4 2021 | $747,000 | +6.3% | 11,309 | +0.1% | 0.39% | +0.3% |
| Q3 2021 | $703,000 | +5.1% | 11,303 | +0.1% | 0.39% | -35.1% |
| Q1 2021 | $669,000 | +13.4% | 11,297 | +9.7% | 0.60% | +96.1% |
| Q4 2020 | $590,000 | +18.0% | 10,300 | +0.0% | 0.30% | -44.7% |
| Q3 2020 | $500,000 | +36.6% | 10,296 | +25.2% | 0.55% | +10.9% |
| Q2 2020 | $366,000 | – | 8,226 | – | 0.50% | – |
Download | ||||||
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% |