ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 129 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $219,000 | -6.8% | 4,910 | -0.1% | 0.02% | -5.3% |
| Q2 2022 | $235,000 | -19.0% | 4,913 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $290,000 | -13.2% | 4,906 | -3.0% | 0.02% | -9.5% |
| Q4 2021 | $334,000 | +2.8% | 5,059 | -2.3% | 0.02% | -4.5% |
| Q3 2021 | $325,000 | -6.3% | 5,176 | -5.5% | 0.02% | -4.3% |
| Q2 2021 | $347,000 | -5.4% | 5,480 | -11.5% | 0.02% | -11.5% |
| Q1 2021 | $367,000 | +3.7% | 6,191 | +0.0% | 0.03% | +8.3% |
| Q4 2020 | $354,000 | -15.3% | 6,190 | -28.0% | 0.02% | -33.3% |
| Q3 2020 | $418,000 | -12.6% | 8,602 | -20.0% | 0.04% | -20.0% |
| Q2 2020 | $478,000 | +32.0% | 10,746 | +5.6% | 0.04% | -13.5% |
| Q1 2020 | $362,000 | +4.3% | 10,172 | +25.3% | 0.05% | +40.5% |
| Q4 2019 | $347,000 | +48.9% | 8,115 | +34.5% | 0.04% | +37.0% |
| Q3 2019 | $233,000 | – | 6,032 | – | 0.03% | – |
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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% |