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 | $566,374 | +78.6% | 10,848 | +200.7% | 0.00% | 0.0% |
| Q2 2023 | $317,107 | -54.8% | 3,608 | -72.9% | 0.00% | -66.7% |
| Q1 2023 | $701,174 | +273.5% | 13,305 | +235.5% | 0.00% | +200.0% |
| Q4 2022 | $187,750 | +308.2% | 3,966 | +280.2% | 0.00% | – |
| Q3 2022 | $46,000 | -98.3% | 1,043 | -97.5% | 0.00% | -100.0% |
| Q4 2021 | $2,751,000 | -27.6% | 41,645 | -31.3% | 0.02% | -56.2% |
| Q3 2021 | $3,801,000 | -13.4% | 60,583 | -12.7% | 0.05% | -4.0% |
| Q2 2021 | $4,391,000 | +173.6% | 69,427 | +156.2% | 0.05% | +100.0% |
| Q1 2021 | $1,605,000 | +1063.0% | 27,100 | +1027.8% | 0.02% | +1150.0% |
| Q4 2020 | $138,000 | -98.7% | 2,403 | -98.9% | 0.00% | -98.7% |
| Q3 2020 | $10,962,000 | +425.0% | 225,656 | +381.2% | 0.16% | +403.2% |
| Q2 2020 | $2,088,000 | -36.6% | 46,897 | -49.3% | 0.03% | -77.0% |
| Q1 2020 | $3,291,000 | -4.8% | 92,413 | +14.3% | 0.14% | +25.0% |
| Q4 2019 | $3,456,000 | – | 80,816 | – | 0.11% | – |
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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% |