ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 84 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,418,000 | +12.5% | 79,934 | +1.8% | 0.48% | +5.7% |
| Q3 2019 | $3,037,000 | +2.6% | 78,554 | +2.3% | 0.45% | +0.9% |
| Q2 2019 | $2,961,000 | +1.0% | 76,763 | -0.5% | 0.45% | -5.7% |
| Q1 2019 | $2,932,000 | +18.0% | 77,186 | +3.3% | 0.48% | +2.4% |
| Q4 2018 | $2,484,000 | +31.6% | 74,699 | +53.2% | 0.46% | +51.0% |
| Q3 2018 | $1,888,000 | – | 48,755 | – | 0.31% | – |
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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% |