ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 127 filers reported holding ISHARES TR in Q1 2020. 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 | 1,700,082 | $106,663,000 | 12.13% |
| H&H Retirement Design & Management INC | 174,761 | $10,858,000 | 6.68% |
| Concord Wealth Partners | 248,720 | $15,605,000 | 6.39% |
| New England Private Wealth Advisors LLC | 490,247 | $30,768,000 | 5.74% |
| Corrigan Financial, Inc. | 270,467 | $16,969,078 | 5.19% |
| VAUGHAN & Co SECURITIES, INC. | 109,830 | $6,891,000 | 5.15% |
| Beaumont Asset Management, L.L.C. | 107,884 | $6,768,000 | 5.04% |
| Financial Engines Advisors L.L.C. | 27,147,445 | $1,703,230,000 | 5.03% |
| AlphaCore Capital LLC | 124,139 | $7,788,000 | 3.95% |
| HBK Sorce Advisory LLC | 892,416 | $55,990,000 | 3.09% |