ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 93 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,353,157 | -3.1% | 66,333 | +4.6% | 0.07% | +5.7% |
| Q2 2023 | $3,461,884 | +7.0% | 63,404 | +2.8% | 0.07% | +11.1% |
| Q1 2023 | $3,235,149 | +11.6% | 61,692 | +3.2% | 0.06% | +6.8% |
| Q4 2022 | $2,897,841 | +13.5% | 59,762 | +3.0% | 0.06% | 0.0% |
| Q3 2022 | $2,553,000 | -6.7% | 58,022 | +5.5% | 0.06% | -3.3% |
| Q2 2022 | $2,737,000 | +4.5% | 55,002 | +18.6% | 0.06% | +19.6% |
| Q1 2022 | $2,619,000 | -85.6% | 46,372 | -83.9% | 0.05% | -83.7% |
| Q4 2021 | $18,144,000 | +13.6% | 288,141 | +12.8% | 0.31% | +9.1% |
| Q3 2021 | $15,971,000 | +26.1% | 255,531 | +28.2% | 0.29% | +26.4% |
| Q2 2021 | $12,664,000 | +49.8% | 199,373 | +39.6% | 0.23% | -29.9% |
| Q1 2021 | $8,456,000 | +27.8% | 142,782 | +23.5% | 0.32% | +23.2% |
| Q4 2020 | $6,616,000 | +300.7% | 115,586 | +240.2% | 0.26% | +246.1% |
| Q3 2020 | $1,651,000 | +31.9% | 33,977 | +20.8% | 0.08% | -2.6% |
| Q2 2020 | $1,252,000 | +131.0% | 28,118 | +84.9% | 0.08% | +151.6% |
| Q1 2020 | $542,000 | -4.9% | 15,211 | +14.1% | 0.03% | +6.9% |
| Q4 2019 | $570,000 | +25.6% | 13,336 | +13.5% | 0.03% | +16.0% |
| Q3 2019 | $454,000 | +13.8% | 11,746 | +13.6% | 0.02% | +8.7% |
| Q2 2019 | $399,000 | +33.4% | 10,341 | +31.3% | 0.02% | +21.1% |
| Q1 2019 | $299,000 | +29.4% | 7,877 | +13.6% | 0.02% | +5.6% |
| Q4 2018 | $231,000 | – | 6,937 | – | 0.02% | – |
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% |