ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 70 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,327 | -6.2% | 25,425 | 0.0% | 0.62% | -0.5% |
| Q2 2023 | $1,414 | +17.4% | 25,425 | 0.0% | 0.62% | +1.8% |
| Q4 2022 | $1,204 | -99.9% | 25,425 | 0.0% | 0.61% | -3.8% |
| Q3 2022 | $1,133,000 | -21.0% | 25,425 | -15.0% | 0.63% | -9.3% |
| Q2 2022 | $1,434,000 | -18.8% | 29,925 | 0.0% | 0.70% | +1.8% |
| Q1 2022 | $1,767,000 | -10.6% | 29,925 | 0.0% | 0.68% | +1.3% |
| Q4 2021 | $1,977,000 | +5.3% | 29,925 | 0.0% | 0.68% | -2.9% |
| Q3 2021 | $1,877,000 | -0.8% | 29,925 | 0.0% | 0.70% | +2.2% |
| Q2 2021 | $1,893,000 | +6.8% | 29,925 | 0.0% | 0.68% | -0.4% |
| Q1 2021 | $1,772,000 | +3.4% | 29,925 | 0.0% | 0.68% | -1.6% |
| Q4 2020 | $1,713,000 | +17.9% | 29,925 | 0.0% | 0.70% | +2.7% |
| Q3 2020 | $1,453,000 | +9.1% | 29,925 | 0.0% | 0.68% | +2.1% |
| Q2 2020 | $1,332,000 | +25.0% | 29,925 | 0.0% | 0.66% | -6.5% |
| Q1 2020 | $1,066,000 | -18.1% | 29,925 | -1.6% | 0.71% | +16.6% |
| Q4 2019 | $1,301,000 | +10.6% | 30,425 | 0.0% | 0.61% | +0.2% |
| Q3 2019 | $1,176,000 | -10.6% | 30,425 | -10.8% | 0.61% | -12.9% |
| Q2 2019 | $1,316,000 | +1.5% | 34,125 | 0.0% | 0.70% | +5.6% |
| Q1 2019 | $1,296,000 | +14.2% | 34,125 | 0.0% | 0.66% | -7.8% |
| Q4 2018 | $1,135,000 | -14.1% | 34,125 | 0.0% | 0.72% | +16.0% |
| Q3 2018 | $1,321,000 | +4.7% | 34,125 | -2.0% | 0.62% | +2.5% |
| Q2 2018 | $1,262,000 | +1.9% | 34,825 | +2.4% | 0.60% | +4.2% |
| Q1 2018 | $1,238,000 | +2.7% | 34,025 | 0.0% | 0.58% | +4.7% |
| Q4 2017 | $1,206,000 | +31.5% | 34,025 | +27.3% | 0.55% | +27.8% |
| Q3 2017 | $917,000 | +59.2% | 26,725 | +47.4% | 0.43% | +56.5% |
| Q2 2017 | $576,000 | – | 18,125 | – | 0.28% | – |
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% |