ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 153 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 342,959 | $17,905,879 | 11.34% |
| Essex Private Wealth Management, LLC | 29,793 | $1,555,507 | 5.31% |
| Financial Engines Advisors L.L.C. | 33,439,651 | $1,745,884,183 | 4.59% |
| VAUGHAN & Co SECURITIES, INC. | 99,118 | $5,174,935 | 3.84% |
| New England Private Wealth Advisors LLC | 339,630 | $17,748,770 | 3.70% |
| Sweet Financial Partners, LLC | 196,079 | $10,237,292 | 2.71% |
| BARRETT & COMPANY, INC. | 85,245 | $4,450,659 | 2.62% |
| Concord Wealth Partners | 147,563 | $7,704,248 | 1.64% |
| Archford Capital Strategies, LLC | 142,611 | $7,445,718 | 1.49% |
| Stratos Investment Management, LLC | 153,294 | $8,003,530 | 1.20% |