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 | $266,584 | -74.6% | 5,106 | -72.9% | 0.01% | -76.2% |
| Q2 2023 | $1,047,671 | +89.8% | 18,843 | +125.6% | 0.02% | -32.3% |
| Q1 2022 | $552,000 | 0.0% | 8,354 | 0.0% | 0.03% | +6.9% |
| Q4 2021 | $552,000 | +5420.0% | 8,354 | +4701.1% | 0.03% | +2800.0% |
| Q1 2021 | $10,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | -69.7% | 174 | -74.3% | 0.00% | -66.7% |
| Q3 2020 | $33,000 | +312.5% | 677 | +289.1% | 0.00% | +200.0% |
| Q2 2020 | $8,000 | +33.3% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -14.3% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -36.4% | 174 | -36.5% | 0.00% | -50.0% |
| Q2 2019 | $11,000 | – | 274 | – | 0.00% | – |
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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% |