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 | $679 | -50.4% | 13 | -50.0% | 0.00% | – |
| Q1 2023 | $1,370 | +2814.9% | 26 | +2500.0% | 0.00% | – |
| Q4 2022 | $47 | -95.3% | 1 | -94.1% | 0.00% | – |
| Q3 2022 | $1,000 | -97.6% | 17 | -97.5% | 0.00% | – |
| Q1 2021 | $41,000 | +5.1% | 689 | +0.7% | 0.00% | – |
| Q4 2020 | $39,000 | +18.2% | 684 | 0.0% | 0.00% | – |
| Q3 2020 | $33,000 | -79.9% | 684 | -81.4% | 0.00% | – |
| Q2 2020 | $164,000 | +583.3% | 3,684 | +438.6% | 0.00% | – |
| Q1 2020 | $24,000 | -29.4% | 684 | -13.6% | 0.00% | – |
| Q4 2019 | $34,000 | +30.8% | 792 | +15.8% | 0.00% | – |
| Q3 2019 | $26,000 | 0.0% | 684 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 684 | 0.0% | 0.00% | – |
| Q1 2019 | $26,000 | +13.0% | 684 | 0.0% | 0.00% | – |
| Q4 2018 | $23,000 | -11.5% | 684 | 0.0% | 0.00% | – |
| Q3 2018 | $26,000 | +1200.0% | 684 | +1420.0% | 0.00% | – |
| Q3 2017 | $2,000 | +100.0% | 45 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | – | 45 | – | 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% |