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 | $1,819,120 | -5.8% | 34,842 | +0.4% | 0.33% | +7.8% |
| Q2 2023 | $1,930,125 | +10.5% | 34,714 | +4.7% | 0.31% | -5.6% |
| Q1 2023 | $1,747,115 | +12.9% | 33,152 | +9.4% | 0.32% | -9.5% |
| Q4 2022 | $1,547,780 | +22.3% | 30,295 | +6.7% | 0.36% | -1.6% |
| Q3 2022 | $1,266,000 | +9.7% | 28,404 | +17.9% | 0.36% | +26.0% |
| Q2 2022 | $1,154,000 | -22.1% | 24,083 | -4.0% | 0.29% | -18.1% |
| Q1 2022 | $1,481,000 | +5.2% | 25,092 | +17.7% | 0.35% | -3.6% |
| Q4 2021 | $1,408,000 | +11.0% | 21,315 | +5.6% | 0.37% | -3.4% |
| Q3 2021 | $1,269,000 | +23.3% | 20,184 | +24.1% | 0.38% | +3.8% |
| Q2 2021 | $1,029,000 | +35.9% | 16,269 | +27.3% | 0.36% | +0.6% |
| Q1 2021 | $757,000 | +23.3% | 12,779 | +19.1% | 0.36% | +0.8% |
| Q4 2020 | $614,000 | +19.5% | 10,734 | +1.5% | 0.36% | -7.0% |
| Q3 2020 | $514,000 | +13.5% | 10,573 | +3.8% | 0.39% | -12.8% |
| Q2 2020 | $453,000 | -51.7% | 10,183 | -61.3% | 0.44% | -70.9% |
| Q1 2020 | $937,000 | -15.7% | 26,299 | +1.1% | 1.53% | +32.4% |
| Q4 2019 | $1,112,000 | – | 26,002 | – | 1.15% | – |
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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% |