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 | $985,000 | +4.2% | 18,881 | +11.3% | 0.00% | 0.0% |
| Q2 2023 | $945,000 | +7.4% | 16,965 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $880,000 | -71.6% | 16,658 | -74.5% | 0.00% | -71.4% |
| Q4 2022 | $3,094,000 | +486.0% | 65,255 | +449.0% | 0.01% | +600.0% |
| Q3 2022 | $528,000 | -2.0% | 11,886 | +6.0% | 0.00% | 0.0% |
| Q2 2022 | $539,000 | -65.3% | 11,212 | -57.3% | 0.00% | -66.7% |
| Q1 2022 | $1,552,000 | -56.8% | 26,251 | -51.6% | 0.00% | -62.5% |
| Q4 2021 | $3,593,000 | +116.3% | 54,248 | +105.7% | 0.01% | +100.0% |
| Q3 2021 | $1,661,000 | +1.8% | 26,374 | +2.4% | 0.00% | -20.0% |
| Q2 2021 | $1,632,000 | +5.7% | 25,763 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $1,544,000 | +17.8% | 26,010 | +13.7% | 0.01% | 0.0% |
| Q4 2020 | $1,311,000 | -15.5% | 22,868 | -28.3% | 0.01% | -28.6% |
| Q3 2020 | $1,551,000 | +13.5% | 31,907 | +4.3% | 0.01% | 0.0% |
| Q2 2020 | $1,367,000 | +171.2% | 30,590 | +115.3% | 0.01% | +133.3% |
| Q1 2020 | $504,000 | -16.3% | 14,208 | +0.5% | 0.00% | -25.0% |
| Q4 2019 | $602,000 | +10.9% | 14,134 | +0.8% | 0.00% | +33.3% |
| Q3 2019 | $543,000 | -3.2% | 14,016 | -3.3% | 0.00% | 0.0% |
| Q2 2019 | $561,000 | +2.7% | 14,500 | +0.8% | 0.00% | -25.0% |
| Q1 2019 | $546,000 | +10.8% | 14,378 | -3.2% | 0.00% | 0.0% |
| Q4 2018 | $493,000 | -14.1% | 14,857 | +0.4% | 0.00% | 0.0% |
| Q3 2018 | $574,000 | -83.5% | 14,799 | -84.6% | 0.00% | -85.2% |
| Q2 2018 | $3,481,000 | +3.0% | 96,067 | +3.5% | 0.03% | -3.6% |
| Q1 2018 | $3,378,000 | +9.7% | 92,777 | +6.5% | 0.03% | +12.0% |
| Q4 2017 | $3,080,000 | +5.2% | 87,144 | +2.0% | 0.02% | 0.0% |
| Q3 2017 | $2,927,000 | +13.6% | 85,454 | +5.5% | 0.02% | +8.7% |
| Q2 2017 | $2,577,000 | +3.8% | 80,998 | -3.3% | 0.02% | -4.2% |
| Q1 2017 | $2,482,000 | +12.4% | 83,784 | +1.6% | 0.02% | 0.0% |
| Q4 2016 | $2,208,000 | -1.3% | 82,462 | -2.7% | 0.02% | -7.7% |
| Q3 2016 | $2,238,000 | +13.1% | 84,770 | +4.8% | 0.03% | +4.0% |
| Q2 2016 | $1,979,000 | -9.1% | 80,852 | -10.4% | 0.02% | +257.1% |
| Q1 2016 | $2,177,000 | +10.7% | 90,261 | +14.3% | 0.01% | -69.6% |
| Q4 2015 | $1,967,000 | +68.4% | 78,939 | +56.2% | 0.02% | +53.3% |
| Q3 2015 | $1,168,000 | +21.7% | 50,543 | +34.2% | 0.02% | 0.0% |
| Q2 2015 | $960,000 | – | 37,676 | – | 0.02% | – |
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% |