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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,323,195 | -0.0% | 23,798 | -5.2% | 0.21% | -9.4% |
| Q1 2023 | $1,323,528 | +10.2% | 25,114 | -1.0% | 0.23% | +2.6% |
| Q4 2022 | $1,201,460 | +1.7% | 25,379 | -4.2% | 0.23% | -9.9% |
| Q3 2022 | $1,181,000 | -4.4% | 26,504 | +2.8% | 0.25% | -12.8% |
| Q2 2022 | $1,236,000 | -22.8% | 25,778 | -5.0% | 0.29% | -13.2% |
| Q1 2022 | $1,602,000 | -8.8% | 27,138 | +2.0% | 0.33% | -5.4% |
| Q4 2021 | $1,757,000 | +7.2% | 26,599 | +1.8% | 0.35% | -3.3% |
| Q3 2021 | $1,639,000 | -0.5% | 26,119 | +0.2% | 0.36% | -1.6% |
| Q2 2021 | $1,648,000 | +6.9% | 26,076 | +0.1% | 0.37% | -2.4% |
| Q1 2021 | $1,542,000 | +12.6% | 26,045 | +8.8% | 0.38% | +6.1% |
| Q4 2020 | $1,370,000 | +125.7% | 23,933 | +93.4% | 0.36% | +92.5% |
| Q3 2020 | $607,000 | – | 12,372 | – | 0.19% | – |
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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% |