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 | $20,976 | -5.5% | 401,770 | +0.6% | 0.04% | -4.4% |
| Q2 2023 | $22,194 | +6.7% | 399,176 | +1.2% | 0.04% | +2.3% |
| Q1 2023 | $20,797 | +12.1% | 394,636 | +0.7% | 0.04% | -2.2% |
| Q4 2022 | $18,547 | -99.9% | 391,798 | -6.7% | 0.04% | -6.2% |
| Q3 2022 | $18,711,000 | -2.3% | 419,811 | +5.1% | 0.05% | -4.0% |
| Q2 2022 | $19,146,000 | -17.4% | 399,473 | +1.8% | 0.05% | -5.7% |
| Q1 2022 | $23,173,000 | -14.7% | 392,498 | -4.5% | 0.05% | -13.1% |
| Q4 2021 | $27,158,000 | +19.0% | 411,059 | +13.0% | 0.06% | +7.0% |
| Q3 2021 | $22,827,000 | -0.1% | 363,848 | +0.7% | 0.06% | -1.7% |
| Q2 2021 | $22,847,000 | +8.9% | 361,231 | +2.0% | 0.06% | -1.7% |
| Q1 2021 | $20,976,000 | +2.2% | 354,204 | -1.2% | 0.06% | -4.8% |
| Q4 2020 | $20,528,000 | +18.0% | 358,633 | +0.1% | 0.06% | +5.1% |
| Q3 2020 | $17,400,000 | +11.1% | 358,174 | +1.8% | 0.06% | 0.0% |
| Q2 2020 | $15,657,000 | +39.3% | 351,696 | +11.4% | 0.06% | +13.5% |
| Q1 2020 | $11,241,000 | -14.0% | 315,694 | +3.3% | 0.05% | +4.0% |
| Q4 2019 | $13,070,000 | +25.8% | 305,668 | +13.8% | 0.05% | +13.6% |
| Q3 2019 | $10,387,000 | +0.8% | 268,682 | +0.6% | 0.04% | -2.2% |
| Q2 2019 | $10,304,000 | +8.3% | 267,156 | +6.6% | 0.04% | +2.3% |
| Q1 2019 | $9,518,000 | +92.0% | 250,540 | +68.1% | 0.04% | +69.2% |
| Q4 2018 | $4,957,000 | -13.6% | 149,048 | +0.6% | 0.03% | -3.7% |
| Q3 2018 | $5,736,000 | +26.0% | 148,146 | +17.9% | 0.03% | +12.5% |
| Q2 2018 | $4,552,000 | +25.5% | 125,649 | +26.0% | 0.02% | +20.0% |
| Q1 2018 | $3,627,000 | +38.6% | 99,702 | +35.0% | 0.02% | +42.9% |
| Q4 2017 | $2,617,000 | – | 73,840 | – | 0.01% | – |
Download | ||||||
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% |