ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 127 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,496 | +9.0% | 1,446 | +16.1% | 0.00% | – |
| Q2 2023 | $69,278 | +5.5% | 1,246 | 0.0% | 0.00% | – |
| Q1 2023 | $65,664 | -13.0% | 1,246 | -21.9% | 0.00% | – |
| Q4 2022 | $75,507 | +344.2% | 1,595 | +328.8% | 0.00% | – |
| Q3 2022 | $17,000 | -5.6% | 372 | 0.0% | 0.00% | – |
| Q2 2022 | $18,000 | -18.2% | 372 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -54.2% | 372 | -48.5% | 0.00% | – |
| Q4 2021 | $48,000 | +118.2% | 723 | +106.6% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 350 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +5.0% | 350 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +17.6% | 350 | 0.0% | 0.00% | – |
| Q3 2020 | $17,000 | +1600.0% | 350 | +900.0% | 0.00% | – |
| Q1 2020 | $1,000 | -97.7% | 35 | -97.2% | 0.00% | – |
| Q3 2017 | $43,000 | +115.0% | 1,259 | +95.2% | 0.00% | – |
| Q2 2017 | $20,000 | – | 645 | – | 0.00% | – |
Download | ||||||
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% |