ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 96 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,221 | -6.1% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $5,560 | +5.5% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $5,270 | +11.3% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $4,734 | +18.4% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -98.7% | 100 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $382,000 | -17.1% | 11,500 | -3.4% | 0.04% | -23.4% |
| Q3 2018 | $461,000 | +7.0% | 11,903 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $431,000 | +162.8% | 11,903 | +164.5% | 0.05% | +152.6% |
| Q1 2018 | $164,000 | – | 4,500 | – | 0.02% | – |
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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% |