ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 18 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $12,000 | +9.1% | 406 | +0.7% | 0.01% | -20.0% |
| Q4 2016 | $11,000 | +10.0% | 403 | +0.8% | 0.01% | -9.1% |
| Q3 2016 | $10,000 | +11.1% | 400 | -0.2% | 0.01% | +10.0% |
| Q2 2016 | $9,000 | -10.0% | 401 | +1.0% | 0.01% | +11.1% |
| Q1 2016 | $10,000 | +11.1% | 397 | 0.0% | 0.01% | +28.6% |
| Q4 2015 | $9,000 | 0.0% | 397 | +0.8% | 0.01% | -36.4% |
| Q3 2015 | $9,000 | – | 394 | – | 0.01% | – |
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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% |