ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $79,000 | +102.6% | 1,337 | +94.6% | 0.00% | +100.0% |
| Q4 2020 | $39,000 | +18.2% | 687 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $33,000 | +6.5% | 687 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 687 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -10.3% | 687 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $29,000 | -29.3% | 687 | -34.5% | 0.00% | -40.0% |
| Q3 2019 | $41,000 | +2.5% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | -43.7% | 1,049 | -43.9% | 0.01% | -44.4% |
| Q1 2019 | $71,000 | +7.6% | 1,869 | -6.1% | 0.01% | 0.0% |
| Q4 2018 | $66,000 | +842.9% | 1,990 | +941.9% | 0.01% | +800.0% |
| Q3 2018 | $7,000 | – | 191 | – | 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% |