ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 109 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,962,462 | +15.2% | 152,508 | +22.6% | 0.38% | +4.7% |
| Q2 2023 | $6,914,505 | +10.7% | 124,362 | +4.9% | 0.36% | -1.9% |
| Q1 2023 | $6,247,111 | +322.3% | 118,541 | +279.4% | 0.37% | +262.4% |
| Q4 2022 | $1,479,137 | +107.2% | 31,245 | +174.6% | 0.10% | +87.0% |
| Q3 2021 | $714,000 | -2.7% | 11,378 | -2.0% | 0.05% | -6.9% |
| Q2 2021 | $734,000 | +9.2% | 11,610 | +2.2% | 0.06% | -6.5% |
| Q1 2021 | $672,000 | +3.4% | 11,356 | -0.0% | 0.06% | +1.6% |
| Q4 2020 | $650,000 | +26.2% | 11,359 | +7.1% | 0.06% | +5.2% |
| Q3 2020 | $515,000 | +53.3% | 10,608 | +40.7% | 0.06% | +28.9% |
| Q2 2020 | $336,000 | +48.7% | 7,538 | +18.6% | 0.04% | +9.8% |
| Q1 2020 | $226,000 | -16.9% | 6,355 | 0.0% | 0.04% | +10.8% |
| Q4 2019 | $272,000 | -10.2% | 6,355 | -19.0% | 0.04% | -21.3% |
| Q3 2019 | $303,000 | +10.2% | 7,848 | +9.9% | 0.05% | +6.8% |
| Q2 2019 | $275,000 | – | 7,143 | – | 0.04% | – |
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% |