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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 342,959 | $17,905,879 | 11.34% |
Essex Private Wealth Management, LLC | 29,793 | $1,555,507 | 5.31% |
Financial Engines Advisors L.L.C. | 33,439,651 | $1,745,884,183 | 4.59% |
VAUGHAN & Co SECURITIES, INC. | 99,118 | $5,174,935 | 3.84% |
New England Private Wealth Advisors LLC | 339,630 | $17,748,770 | 3.70% |
Sweet Financial Partners, LLC | 196,079 | $10,237,292 | 2.71% |
BARRETT & COMPANY, INC. | 85,245 | $4,450,659 | 2.62% |
Concord Wealth Partners | 147,563 | $7,704,248 | 1.64% |
Archford Capital Strategies, LLC | 142,611 | $7,445,718 | 1.49% |
Stratos Investment Management, LLC | 153,294 | $8,003,530 | 1.20% |