ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $411,000 | -26.3% | 6,550 | -25.8% | 0.15% | -30.3% |
| Q2 2021 | $558,000 | -94.7% | 8,825 | -95.1% | 0.22% | -95.1% |
| Q1 2021 | $10,610,000 | -4.0% | 179,167 | -7.2% | 4.50% | -11.0% |
| Q4 2020 | $11,056,000 | +18.2% | 193,153 | +0.3% | 5.06% | -1.4% |
| Q3 2020 | $9,356,000 | +5.1% | 192,580 | -3.7% | 5.13% | -1.9% |
| Q2 2020 | $8,901,000 | +25.7% | 199,937 | +0.5% | 5.23% | +2.1% |
| Q1 2020 | $7,081,000 | -12.8% | 198,852 | +4.7% | 5.12% | -1.5% |
| Q4 2019 | $8,122,000 | – | 189,966 | – | 5.20% | – |
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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% |