ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 128 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $279,837 | +11.3% | 5,310 | 0.0% | 0.00% | – |
| Q4 2022 | $251,375 | +6.1% | 5,310 | 0.0% | 0.00% | – |
| Q3 2022 | $237,000 | -7.1% | 5,310 | 0.0% | 0.00% | – |
| Q2 2022 | $255,000 | -18.8% | 5,310 | 0.0% | 0.00% | – |
| Q1 2022 | $314,000 | -10.5% | 5,310 | 0.0% | 0.00% | – |
| Q4 2021 | $351,000 | +5.4% | 5,310 | 0.0% | 0.00% | – |
| Q3 2021 | $333,000 | +11.0% | 5,310 | +11.7% | 0.00% | – |
| Q2 2021 | $300,000 | +6.8% | 4,752 | 0.0% | 0.00% | – |
| Q1 2021 | $281,000 | +6.8% | 4,752 | +3.3% | 0.00% | – |
| Q4 2020 | $263,000 | +1152.4% | 4,600 | +945.5% | 0.00% | – |
| Q3 2020 | $21,000 | +16.7% | 440 | +9.7% | 0.00% | – |
| Q2 2020 | $18,000 | -28.0% | 401 | -32.4% | 0.00% | – |
| Q4 2019 | $25,000 | +56.2% | 593 | +37.0% | 0.00% | – |
| Q3 2019 | $16,000 | – | 433 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Essex Private Wealth Management, LLC | 31,216 | $1,391,000 | 5.55% |
| VAUGHAN & Co SECURITIES, INC. | 133,761 | $5,962,000 | 5.15% |
| Financial Engines Advisors L.L.C. | 31,107,810 | $1,386,475,000 | 4.52% |
| New England Private Wealth Advisors LLC | 363,782 | $16,216,000 | 3.80% |
| CFS Investment Advisory Services, LLC | 10,917,660 | $15,344,000 | 3.53% |
| Sweet Financial Partners, LLC | 217,245 | $9,683,000 | 3.08% |
| Concord Wealth Partners | 206,993 | $9,226,000 | 2.93% |
| BARRETT & COMPANY, INC. | 85,062 | $4,026,824 | 2.66% |
| AlphaCore Capital LLC | 124,108 | $5,531,000 | 2.52% |
| Sentinus, LLC | 70,059 | $3,150,000 | 1.97% |