ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,064 | -85.3% | 97 | -84.4% | 0.00% | -100.0% |
| Q2 2023 | $34,528 | +345180.0% | 621 | +212.1% | 0.00% | – |
| Q1 2023 | $10 | -50.0% | 199 | -52.4% | 0.00% | -100.0% |
| Q4 2022 | $20 | -99.9% | 418 | +1.5% | 0.00% | – |
| Q3 2022 | $18,000 | -88.2% | 412 | -87.1% | 0.00% | -100.0% |
| Q2 2022 | $153,000 | +466.7% | 3,200 | +608.0% | 0.00% | – |
| Q1 2022 | $27,000 | +440.0% | 452 | +472.2% | 0.00% | – |
| Q4 2021 | $5,000 | -16.7% | 79 | -33.1% | 0.00% | – |
| Q3 2020 | $6,000 | -53.8% | 118 | -60.0% | 0.00% | -100.0% |
| Q4 2019 | $13,000 | -69.0% | 295 | -72.8% | 0.00% | -66.7% |
| Q3 2019 | $42,000 | +250.0% | 1,085 | +252.3% | 0.00% | +200.0% |
| Q2 2019 | $12,000 | +300.0% | 308 | +294.9% | 0.00% | – |
| Q1 2019 | $3,000 | -90.3% | 78 | -91.6% | 0.00% | -100.0% |
| Q4 2018 | $31,000 | +933.3% | 933 | +833.0% | 0.00% | – |
| Q3 2016 | $3,000 | -88.9% | 100 | -91.0% | 0.00% | -100.0% |
| Q2 2016 | $27,000 | – | 1,107 | +6411.8% | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 17 | -83.0% | 0.00% | – |
| Q4 2015 | $2,000 | -33.3% | 100 | -29.1% | 0.00% | – |
| Q3 2015 | $3,000 | – | 141 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 42,504,287 | $1,614,738,000 | 8.81% |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 268,668 | $10,207,000 | 7.83% |
| REDW Wealth LLC | 286,830 | $10,896,000 | 6.69% |
| New England Private Wealth Advisors LLC | 353,147 | $13,418,000 | 3.48% |
| Ruggie Capital Group | 51,302 | $1,949,000 | 2.30% |
| PACIFIC FINANCIAL GROUP INC | 298,410 | $11,337,000 | 1.38% |
| Donoghue Forlines LLC | 264,588 | $10,060,000 | 1.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 190,378 | $7,231,000 | 0.74% |
| Mathes Company, Inc. | 34,125 | $1,296,000 | 0.66% |
| WINTRUST INVESTMENTS LLC | 77,186 | $2,932,000 | 0.48% |