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 | $13,191,073 | -0.9% | 253,142 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $13,312,619 | +3.9% | 238,726 | -1.8% | 0.00% | 0.0% |
| Q1 2023 | $12,810,289 | +11.0% | 243,071 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $11,538,000 | +6.5% | 243,728 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $10,830,000 | -1.6% | 242,664 | +4.9% | 0.00% | 0.0% |
| Q2 2022 | $11,008,000 | -7.0% | 231,386 | +15.4% | 0.00% | +33.3% |
| Q1 2022 | $11,836,000 | -4.2% | 200,592 | +7.2% | 0.00% | 0.0% |
| Q4 2021 | $12,352,000 | +3.0% | 187,054 | -2.0% | 0.00% | -25.0% |
| Q3 2021 | $11,990,000 | -5.5% | 190,888 | -4.8% | 0.00% | 0.0% |
| Q2 2021 | $12,682,000 | -32.2% | 200,555 | -36.5% | 0.00% | -33.3% |
| Q1 2021 | $18,700,000 | +0.0% | 315,649 | -3.9% | 0.01% | -14.3% |
| Q4 2020 | $18,699,000 | +43.1% | 328,454 | +22.4% | 0.01% | +40.0% |
| Q3 2020 | $13,068,000 | +14.5% | 268,391 | +4.7% | 0.01% | 0.0% |
| Q2 2020 | $11,411,000 | +22.3% | 256,414 | -1.6% | 0.01% | 0.0% |
| Q1 2020 | $9,333,000 | -17.1% | 260,626 | -1.1% | 0.01% | 0.0% |
| Q4 2019 | $11,263,000 | +9.5% | 263,400 | -1.0% | 0.01% | 0.0% |
| Q3 2019 | $10,285,000 | +4.2% | 266,084 | +4.0% | 0.01% | +25.0% |
| Q2 2019 | $9,872,000 | +2.0% | 255,953 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $9,679,000 | +14.5% | 254,767 | +0.2% | 0.00% | 0.0% |
| Q4 2018 | $8,456,000 | -9.8% | 254,228 | +5.0% | 0.00% | +33.3% |
| Q3 2018 | $9,374,000 | +7.1% | 242,102 | +0.2% | 0.00% | -25.0% |
| Q2 2018 | $8,749,000 | +22.6% | 241,521 | +23.1% | 0.00% | +33.3% |
| Q1 2018 | $7,137,000 | -79.7% | 196,145 | -80.2% | 0.00% | -81.2% |
| Q4 2017 | $35,149,000 | +16.2% | 992,106 | +12.6% | 0.02% | +14.3% |
| Q3 2017 | $30,249,000 | +11624.4% | 881,008 | +10733.8% | 0.01% | – |
| Q2 2017 | $258,000 | – | 8,132 | – | 0.00% | – |
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% |