ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 61 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,894,000 | -10.3% | 109,804 | -3.5% | 0.78% | -3.0% |
| Q2 2022 | $5,453,000 | -29.5% | 113,775 | -13.1% | 0.81% | -14.1% |
| Q1 2022 | $7,730,000 | -5.3% | 130,929 | +6.0% | 0.94% | +0.9% |
| Q4 2021 | $8,164,000 | +6.8% | 123,559 | +1.4% | 0.93% | -2.1% |
| Q3 2021 | $7,647,000 | +0.6% | 121,894 | +1.4% | 0.95% | +1.1% |
| Q2 2021 | $7,601,000 | -4.7% | 120,175 | -10.8% | 0.94% | -8.5% |
| Q1 2021 | $7,977,000 | +3.7% | 134,690 | +0.2% | 1.03% | +0.3% |
| Q4 2020 | $7,693,000 | +27.5% | 134,405 | +8.2% | 1.02% | +13.0% |
| Q3 2020 | $6,035,000 | +67.5% | 124,215 | +53.5% | 0.91% | +59.4% |
| Q2 2020 | $3,603,000 | +54.7% | 80,945 | +23.7% | 0.57% | +35.2% |
| Q1 2020 | $2,329,000 | -12.2% | 65,415 | +5.4% | 0.42% | +14.4% |
| Q4 2019 | $2,654,000 | +26.6% | 62,065 | +14.5% | 0.37% | +19.5% |
| Q3 2019 | $2,096,000 | +7.3% | 54,220 | +7.0% | 0.31% | +8.5% |
| Q2 2019 | $1,954,000 | +17.1% | 50,655 | +15.4% | 0.28% | +14.1% |
| Q1 2019 | $1,668,000 | +13.2% | 43,895 | -0.9% | 0.25% | -2.0% |
| Q4 2018 | $1,473,000 | -1.1% | 44,285 | +15.1% | 0.25% | +19.2% |
| Q3 2018 | $1,489,000 | +38.4% | 38,460 | +29.4% | 0.21% | +31.5% |
| Q2 2018 | $1,076,000 | +15.7% | 29,715 | +16.3% | 0.16% | +13.3% |
| Q1 2018 | $930,000 | +45.8% | 25,550 | +42.0% | 0.14% | +49.0% |
| Q4 2017 | $638,000 | +14.1% | 17,990 | +10.5% | 0.10% | -1.0% |
| Q3 2017 | $559,000 | +49.1% | 16,280 | +38.1% | 0.10% | +42.6% |
| Q2 2017 | $375,000 | – | 11,790 | – | 0.07% | – |
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% |