ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $1,872,000 | +10.3% | 45,913 | +4.7% | 0.01% | 0.0% |
Q3 2019 | $1,697,000 | +7.4% | 43,868 | +7.2% | 0.01% | +9.1% |
Q2 2019 | $1,580,000 | +15.9% | 40,933 | +14.5% | 0.01% | +10.0% |
Q1 2019 | $1,363,000 | -19.1% | 35,738 | -29.2% | 0.01% | -33.3% |
Q4 2018 | $1,685,000 | -20.7% | 50,493 | -7.9% | 0.02% | -16.7% |
Q3 2018 | $2,126,000 | +216.8% | 54,838 | +197.0% | 0.02% | +200.0% |
Q2 2018 | $671,000 | 0.0% | 18,467 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $671,000 | +32.6% | 18,467 | +29.1% | 0.01% | +20.0% |
Q4 2017 | $506,000 | -16.1% | 14,300 | -18.6% | 0.01% | -28.6% |
Q3 2017 | $603,000 | +19.9% | 17,572 | +11.0% | 0.01% | +16.7% |
Q2 2017 | $503,000 | +85.6% | 15,836 | +73.4% | 0.01% | +100.0% |
Q1 2017 | $271,000 | +3771.4% | 9,131 | +3657.6% | 0.00% | – |
Q4 2016 | $7,000 | +16.7% | 243 | +0.4% | 0.00% | – |
Q3 2016 | $6,000 | 0.0% | 242 | 0.0% | 0.00% | – |
Q2 2016 | $6,000 | 0.0% | 242 | +0.8% | 0.00% | – |
Q1 2016 | $6,000 | -45.5% | 240 | -47.1% | 0.00% | – |
Q4 2015 | $11,000 | +120.0% | 454 | +99.1% | 0.00% | – |
Q3 2015 | $5,000 | -16.7% | 228 | 0.0% | 0.00% | – |
Q2 2015 | $6,000 | – | 228 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,488,684 | $88,160,000 | 12.14% |
H&H Retirement Design & Management INC | 177,657 | $10,917,000 | 6.56% |
Beaumont Asset Management, L.L.C. | 107,890 | $6,389,000 | 5.36% |
Corrigan Financial, Inc. | 250,779 | $14,851,135 | 4.96% |
Financial Engines Advisors L.L.C. | 26,228,361 | $1,553,244,000 | 4.85% |
AlphaCore Capital LLC | 114,068 | $6,755,000 | 4.52% |
TOBIAS FINANCIAL ADVISORS, INC. | 179,167 | $10,610,000 | 4.50% |
Concord Wealth Partners | 224,790 | $13,312,000 | 4.48% |
New England Private Wealth Advisors LLC | 391,448 | $23,184,000 | 4.00% |
Essex Private Wealth Management, LLC | 45,161 | $2,674,000 | 2.55% |