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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $307,306 | -6.1% | 5,886 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $327,260 | +5.5% | 5,886 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $310,182 | +11.3% | 5,886 | 0.0% | 0.02% | +5.9% |
Q4 2022 | $278,633 | -0.5% | 5,886 | -6.4% | 0.02% | -5.6% |
Q3 2022 | $280,000 | +23.3% | 6,288 | +32.5% | 0.02% | +28.6% |
Q2 2022 | $227,000 | +4.6% | 4,746 | +29.7% | 0.01% | +27.3% |
Q1 2022 | $217,000 | +210.0% | 3,660 | +248.6% | 0.01% | +266.7% |
Q4 2021 | $70,000 | +29.6% | 1,050 | +21.4% | 0.00% | 0.0% |
Q3 2021 | $54,000 | -22.9% | 865 | -21.4% | 0.00% | -25.0% |
Q2 2021 | $70,000 | +14.8% | 1,100 | +6.1% | 0.00% | 0.0% |
Q1 2021 | $61,000 | +3.4% | 1,037 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $59,000 | -11.9% | 1,037 | -24.4% | 0.00% | -20.0% |
Q3 2020 | $67,000 | +9.8% | 1,372 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $61,000 | +96.8% | 1,372 | +57.3% | 0.01% | +66.7% |
Q1 2020 | $31,000 | -16.2% | 872 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $37,000 | +8.8% | 872 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $34,000 | 0.0% | 872 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $34,000 | +3.0% | 872 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $33,000 | -25.0% | 872 | -34.0% | 0.00% | -25.0% |
Q4 2018 | $44,000 | -65.9% | 1,322 | -60.5% | 0.00% | -63.6% |
Q3 2018 | $129,000 | +168.8% | 3,344 | +153.0% | 0.01% | +175.0% |
Q2 2018 | $48,000 | 0.0% | 1,322 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $48,000 | -17.2% | 1,322 | -18.5% | 0.00% | -20.0% |
Q4 2017 | $58,000 | +5.5% | 1,622 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $55,000 | +5.8% | 1,622 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $52,000 | +477.8% | 1,622 | +440.7% | 0.01% | +400.0% |
Q1 2017 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $8,000 | -77.8% | 300 | -79.6% | 0.00% | -75.0% |
Q2 2016 | $36,000 | +2.9% | 1,471 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $35,000 | -2.8% | 1,471 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $36,000 | +5.9% | 1,471 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $34,000 | -10.5% | 1,471 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $38,000 | – | 1,471 | – | 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% |