ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 218 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,162 | -13.5% | 17,049 | -5.0% | 0.01% | -11.1% |
| Q2 2023 | $1,029,116 | +25.9% | 17,950 | +15.7% | 0.01% | +12.5% |
| Q1 2023 | $817,446 | +44.1% | 15,511 | -11.0% | 0.01% | -72.4% |
| Q4 2022 | $567,451 | -27.6% | 17,431 | -1.0% | 0.03% | +222.2% |
| Q3 2022 | $784,000 | -14.8% | 17,605 | -8.2% | 0.01% | +12.5% |
| Q2 2022 | $920,000 | -9.6% | 19,182 | +11.2% | 0.01% | 0.0% |
| Q1 2022 | $1,018,000 | -10.7% | 17,251 | +0.0% | 0.01% | -11.1% |
| Q4 2021 | $1,140,000 | -43.1% | 17,248 | -45.9% | 0.01% | -30.8% |
| Q3 2021 | $2,002,000 | +51.7% | 31,893 | +52.9% | 0.01% | +8.3% |
| Q2 2021 | $1,320,000 | -38.1% | 20,863 | -42.1% | 0.01% | -40.0% |
| Q1 2021 | $2,132,000 | -44.3% | 36,014 | -46.2% | 0.02% | -50.0% |
| Q4 2020 | $3,829,000 | +34.3% | 66,891 | +4.9% | 0.04% | +8.1% |
| Q3 2020 | $2,851,000 | +0.6% | 63,740 | +0.1% | 0.04% | -5.1% |
| Q2 2020 | $2,834,000 | +36.2% | 63,661 | +9.0% | 0.04% | +2.6% |
| Q1 2020 | $2,080,000 | -29.5% | 58,411 | -15.4% | 0.04% | -17.4% |
| Q4 2019 | $2,951,000 | +13.5% | 69,023 | +7.4% | 0.05% | +15.0% |
| Q3 2019 | $2,601,000 | – | 64,288 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,506,041 | $86,206,000 | 12.49% |
| Beaumont Asset Management, L.L.C. | 106,090 | $6,072,000 | 5.47% |
| Financial Engines Advisors L.L.C. | 27,270,716 | $1,561,268,000 | 5.32% |
| TOBIAS FINANCIAL ADVISORS, INC. | 193,153 | $11,056,000 | 5.06% |
| New England Private Wealth Advisors LLC | 333,573 | $19,090,000 | 4.19% |
| Essex Private Wealth Management, LLC | 48,814 | $2,794,000 | 2.73% |
| CFS Investment Advisory Services, LLC | 226,166 | $12,946,000 | 2.06% |
| AlphaCore Capital LLC | 37,668 | $2,156,000 | 1.61% |
| REDW Wealth LLC | 73,185 | $4,189,000 | 1.55% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 45,743 | $2,710,000 | 1.51% |