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 | $1,361,911 | +6.3% | 26,085 | +13.2% | 0.09% | +12.8% |
| Q2 2023 | $1,281,382 | +24.9% | 23,046 | +18.4% | 0.08% | +18.2% |
| Q1 2023 | $1,025,742 | +3.8% | 19,464 | -6.7% | 0.07% | -5.7% |
| Q4 2022 | $987,976 | +124017.6% | 20,870 | +16.8% | 0.07% | +12.9% |
| Q3 2022 | $796 | -21.0% | 17,864 | -15.1% | 0.06% | -22.5% |
| Q2 2022 | $1,008 | -0.4% | 21,030 | +22.7% | 0.08% | +17.6% |
| Q1 2022 | $1,012 | -14.8% | 17,144 | -4.6% | 0.07% | -26.1% |
| Q4 2021 | $1,188 | +16.1% | 17,975 | +10.2% | 0.09% | -8.0% |
| Q3 2021 | $1,023 | -9.0% | 16,312 | -8.2% | 0.10% | -25.4% |
| Q2 2021 | $1,124 | +0.2% | 17,767 | -6.2% | 0.13% | -23.0% |
| Q1 2021 | $1,122 | -10.2% | 18,942 | -13.2% | 0.17% | -30.1% |
| Q4 2020 | $1,249 | +7.1% | 21,817 | -9.1% | 0.25% | -10.8% |
| Q3 2020 | $1,166 | -99.9% | 23,997 | +6.1% | 0.28% | +9.0% |
| Q2 2020 | $1,006,000 | +12.8% | 22,607 | -9.8% | 0.26% | +11.3% |
| Q1 2020 | $892,000 | -12.6% | 25,063 | +5.0% | 0.23% | -8.0% |
| Q4 2019 | $1,021,000 | +7.4% | 23,873 | -3.0% | 0.25% | +3.3% |
| Q3 2019 | $951,000 | -5.0% | 24,603 | -5.2% | 0.24% | -20.7% |
| Q2 2019 | $1,001,000 | -10.7% | 25,955 | -12.1% | 0.30% | -25.8% |
| Q1 2019 | $1,121,000 | +17.3% | 29,519 | +2.7% | 0.41% | -26.2% |
| Q4 2018 | $956,000 | – | 28,732 | – | 0.56% | – |
Download | ||||||
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% |