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 2022 | $124,000 | -10.1% | 2,787 | -3.8% | 0.03% | -8.1% |
| Q2 2022 | $138,000 | -18.8% | 2,896 | +0.0% | 0.04% | -7.5% |
| Q1 2022 | $170,000 | -11.0% | 2,895 | 0.0% | 0.04% | -9.1% |
| Q4 2021 | $191,000 | +5.5% | 2,895 | +0.1% | 0.04% | -4.3% |
| Q3 2021 | $181,000 | -1.1% | 2,893 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $183,000 | +7.0% | 2,893 | +0.0% | 0.05% | -2.1% |
| Q1 2021 | $171,000 | +3.0% | 2,892 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $166,000 | +18.6% | 2,892 | +0.1% | 0.05% | +2.0% |
| Q3 2020 | $140,000 | +8.5% | 2,890 | 0.0% | 0.05% | +2.1% |
| Q2 2020 | $129,000 | +31.6% | 2,890 | +0.0% | 0.05% | +2.1% |
| Q1 2020 | $98,000 | -21.0% | 2,889 | 0.0% | 0.05% | +14.6% |
| Q4 2019 | $124,000 | -3.1% | 2,889 | -14.0% | 0.04% | -10.9% |
| Q3 2019 | $128,000 | -2.3% | 3,361 | 0.0% | 0.05% | -6.1% |
| Q2 2019 | $131,000 | – | 3,361 | – | 0.05% | – |
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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% |