ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 209 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,575 | -1.3% | 4,225 | 0.0% | 0.02% | -7.7% |
| Q1 2024 | $251,886 | +99459.7% | 4,225 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $253 | +14.5% | 4,225 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $221 | -6.0% | 4,225 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $235 | +5.4% | 4,225 | +0.0% | 0.03% | -3.6% |
| Q1 2023 | $223 | +22.5% | 4,224 | +9.9% | 0.03% | +7.7% |
| Q4 2022 | $182 | -99.7% | 3,842 | +161.2% | 0.03% | +160.0% |
| Q3 2022 | $66,000 | -9.6% | 1,471 | -3.3% | 0.01% | -9.1% |
| Q2 2022 | $73,000 | +10.6% | 1,521 | +35.8% | 0.01% | +37.5% |
| Q1 2022 | $66,000 | -10.8% | 1,120 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $74,000 | +5.7% | 1,120 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $70,000 | -1.4% | 1,119 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $71,000 | +7.6% | 1,119 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $66,000 | +3.1% | 1,118 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $64,000 | – | 1,118 | – | 0.01% | – |
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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% |