ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 221 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |