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 | $3,467,413 | -5.3% | 66,413 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $3,661,422 | +0.2% | 65,853 | -5.0% | 0.01% | 0.0% |
| Q1 2023 | $3,653,480 | +17.7% | 69,326 | +5.7% | 0.01% | +20.0% |
| Q4 2022 | $3,104,699 | -7.6% | 65,583 | -13.0% | 0.01% | -16.7% |
| Q3 2022 | $3,359,000 | +11.5% | 75,362 | +19.9% | 0.01% | 0.0% |
| Q2 2022 | $3,013,000 | -9.4% | 62,860 | +11.6% | 0.01% | +20.0% |
| Q1 2022 | $3,327,000 | +2.1% | 56,348 | +14.2% | 0.01% | 0.0% |
| Q4 2021 | $3,260,000 | +10.5% | 49,342 | +5.0% | 0.01% | 0.0% |
| Q3 2021 | $2,949,000 | +23.0% | 46,993 | +23.9% | 0.01% | +25.0% |
| Q2 2021 | $2,398,000 | +28.0% | 37,920 | +19.8% | 0.00% | +33.3% |
| Q1 2021 | $1,874,000 | +79.0% | 31,650 | +73.0% | 0.00% | +50.0% |
| Q4 2020 | $1,047,000 | +48.1% | 18,298 | +25.7% | 0.00% | 0.0% |
| Q3 2020 | $707,000 | +47.9% | 14,553 | +35.6% | 0.00% | +100.0% |
| Q2 2020 | $478,000 | +27.8% | 10,736 | +2.2% | 0.00% | 0.0% |
| Q1 2020 | $374,000 | -27.0% | 10,506 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $512,000 | – | 11,973 | – | 0.00% | – |
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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% |