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 | $412,041 | +8.1% | 7,892 | +15.1% | 0.00% | 0.0% |
| Q2 2023 | $381,138 | +18.9% | 6,855 | +12.7% | 0.00% | – |
| Q1 2023 | $320,642 | +6.5% | 6,084 | -4.3% | 0.00% | – |
| Q4 2022 | $301,096 | -1.3% | 6,360 | -7.1% | 0.00% | -100.0% |
| Q3 2022 | $305,000 | -10.6% | 6,848 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $341,000 | -22.1% | 7,112 | -4.2% | 0.00% | 0.0% |
| Q1 2022 | $438,000 | +16.5% | 7,423 | +30.5% | 0.00% | 0.0% |
| Q4 2021 | $376,000 | -5.3% | 5,687 | -10.2% | 0.00% | 0.0% |
| Q3 2021 | $397,000 | +0.3% | 6,334 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $396,000 | -26.8% | 6,259 | -31.5% | 0.00% | 0.0% |
| Q1 2021 | $541,000 | +155.2% | 9,138 | +146.9% | 0.00% | – |
| Q4 2020 | $212,000 | -57.1% | 3,701 | -68.0% | 0.00% | -100.0% |
| Q4 2019 | $494,000 | +3.6% | 11,556 | -6.3% | 0.00% | -50.0% |
| Q3 2019 | $477,000 | -7.6% | 12,339 | -7.8% | 0.00% | 0.0% |
| Q2 2019 | $516,000 | +3.0% | 13,379 | +1.5% | 0.00% | 0.0% |
| Q1 2019 | $501,000 | +19.6% | 13,179 | +4.6% | 0.00% | 0.0% |
| Q4 2018 | $419,000 | -20.2% | 12,600 | -7.0% | 0.00% | 0.0% |
| Q3 2018 | $525,000 | +2.7% | 13,555 | -3.8% | 0.00% | 0.0% |
| Q2 2018 | $511,000 | +86.5% | 14,092 | +87.1% | 0.00% | +100.0% |
| Q1 2018 | $274,000 | -7.4% | 7,531 | -10.0% | 0.00% | 0.0% |
| Q4 2017 | $296,000 | -6.9% | 8,366 | -9.6% | 0.00% | 0.0% |
| Q3 2017 | $318,000 | +0.3% | 9,252 | -7.4% | 0.00% | -50.0% |
| Q2 2017 | $317,000 | +281.9% | 9,987 | +257.4% | 0.00% | – |
| Q1 2017 | $83,000 | +62.7% | 2,794 | +45.7% | 0.00% | – |
| Q4 2016 | $51,000 | 0.0% | 1,918 | 0.0% | 0.00% | – |
| Q3 2016 | $51,000 | +41.7% | 1,918 | +28.6% | 0.00% | – |
| Q2 2016 | $36,000 | +1700.0% | 1,491 | +2060.9% | 0.00% | – |
| Q1 2016 | $2,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 69 | – | 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% |