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 | $478,331 | +105491.8% | 8,603 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $453 | -2.4% | 8,599 | -12.3% | 0.00% | 0.0% |
| Q4 2022 | $464 | -99.9% | 9,805 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $436,000 | +5.3% | 9,800 | +13.3% | 0.00% | 0.0% |
| Q2 2022 | $414,000 | -18.8% | 8,652 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $510,000 | -10.5% | 8,649 | +0.1% | 0.00% | -33.3% |
| Q4 2021 | $570,000 | +8.0% | 8,638 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $528,000 | +1.7% | 8,418 | +2.4% | 0.00% | 0.0% |
| Q2 2021 | $519,000 | +7.0% | 8,218 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $485,000 | +26.6% | 8,195 | +22.4% | 0.00% | 0.0% |
| Q4 2020 | $383,000 | +1060.6% | 6,695 | +864.7% | 0.00% | – |
| Q3 2020 | $33,000 | -49.2% | 694 | -52.2% | 0.00% | -100.0% |
| Q2 2020 | $65,000 | +25.0% | 1,453 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $52,000 | -16.1% | 1,453 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $62,000 | +10.7% | 1,453 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $56,000 | – | 1,453 | – | 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% |