Portfolio Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 104 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$195,000
-11.0%
5,145
-9.1%
0.15%
+20.3%
Q3 2018$219,000
+6.8%
5,6630.0%0.13%
-5.9%
Q2 2018$205,000
-0.5%
5,6630.0%0.14%
-14.5%
Q1 2018$206,000
+0.5%
5,663
-2.1%
0.16%
+12.8%
Q4 2017$205,0005,7860.14%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 339,282$18,864,08811.81%
Essex Private Wealth Management, LLC 30,889$1,717,4445.90%
Financial Engines Advisors L.L.C. 33,495,829$1,862,368,0654.72%
VAUGHAN & Co SECURITIES, INC. 98,797$5,493,0973.90%
New England Private Wealth Advisors LLC 329,158$18,305,6763.70%
Sweet Financial Partners, LLC 197,776$10,996,3202.86%
BARRETT & COMPANY, INC. 84,259$4,684,8072.72%
Concord Wealth Partners 161,850$8,998,8581.94%
Sentinus, LLC 90,490$5,031,2491.59%
Archford Capital Strategies, LLC 145,399$8,283,3651.57%
View complete list of ISHARES TR shareholders