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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $12,398,000 | +9.3% | 196,018 | +2.4% | 0.46% | -2.1% |
| Q1 2021 | $11,339,000 | +11.7% | 191,478 | +8.0% | 0.47% | +6.8% |
| Q4 2020 | $10,147,000 | +28.6% | 177,270 | +9.2% | 0.44% | +13.4% |
| Q3 2020 | $7,888,000 | +15.3% | 162,374 | +5.7% | 0.39% | +2.9% |
| Q2 2020 | $6,842,000 | – | 153,676 | – | 0.38% | – |
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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% |